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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 | $293,393 | $167,522+75.1% | $151,639+93.5% | $134,532+118.1% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -19.00% | 7.81%-26.8pp | 3.34%-22.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,867 | $6,828-58.0% | $6,165-53.5% | $4,741-39.5% |
| Participant deferral / active EE | $6,250 | $8,986-30.4% | $8,363-25.3% | $6,401-2.4% |
| Admin fee / account holder | $2,271 | $13,780-83.5% | $11,613-80.4% | $11,429-80.1% |