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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 | $378,838 | $167,504+126.2% | $151,628+149.8% | $134,509+181.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -10.62% | 7.81%-18.4pp | 3.34%-14.0pp | 418.13%-428.8pp |
| Employer contribution / active EE | $9,524 | $6,828+39.5% | $6,165+54.5% | $4,741+100.9% |
| Participant deferral / active EE | $4,900 | $8,985-45.5% | $8,363-41.4% | $6,400-23.4% |
| Admin fee / account holder | $1,419 | $13,779-89.7% | $11,613-87.8% | $11,427-87.6% |