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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 | $281,383 | $138,072+103.8% | $123,549+127.7% | $135,382+107.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 0.10% | 153.69%-153.6pp | 119.20%-119.1pp | 519.77%-519.7pp |
| Employer contribution / active EE | $3,179 | $5,152-38.3% | $4,628-31.3% | $4,779-33.5% |
| Participant deferral / active EE | $16,333 | $6,799+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $15,199 | $10,917+39.2% | $9,284+63.7% | $10,829+40.4% |