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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 | $331,194 | $129,959+154.8% | $104,301+217.5% | $134,532+146.2% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -16.32% | 42.04%-58.4pp | 24.61%-40.9pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,400 | $4,185-42.7% | $3,373-28.8% | $4,741-49.4% |
| Participant deferral / active EE | $8,993 | $5,589+60.9% | $4,626+94.4% | $6,401+40.5% |
| Admin fee / account holder | $10,897 | $9,325+16.9% | $7,340+48.4% | $11,429-4.7% |