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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 | $274,352 | $43,333+533.1% | $59,883+358.1% | $64,181+327.5% |
| Participation rate | 64.8% | 69.2%-4.4pp | 74.7%-9.9pp | 69.6%-4.8pp |
| Annual return | -5.27% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,595 | $2,029-21.4% | $2,722-41.4% | $2,381-33.0% |
| Participant deferral / active EE | $3,146 | $2,547+23.5% | $3,402-7.5% | $3,470-9.3% |
| Admin fee / account holder | $20,861 | $3,006+594.0% | $3,591+481.0% | $4,887+326.9% |