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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,957 | $129,959+157.7% | $104,301+221.1% | $134,532+149.0% |
| Participation rate | 58.3% | 79.5%-21.2pp | 73.3%-14.9pp | 81.2%-22.9pp |
| Annual return | -17.52% | 42.04%-59.6pp | 24.61%-42.1pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,324 | $4,185-68.4% | $3,373-60.8% | $4,741-72.1% |
| Participant deferral / active EE | $8,478 | $5,589+51.7% | $4,626+83.3% | $6,401+32.5% |
| Admin fee / account holder | $856 | $9,325-90.8% | $7,340-88.3% | $11,429-92.5% |