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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 | $282,006 | $167,522+68.3% | $151,639+86.0% | $134,532+109.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -10.97% | 7.81%-18.8pp | 3.34%-14.3pp | 418.27%-429.2pp |
| Employer contribution / active EE | $2,105 | $6,828-69.2% | $6,165-65.8% | $4,741-55.6% |
| Participant deferral / active EE | $5,694 | $8,986-36.6% | $8,363-31.9% | $6,401-11.1% |
| Admin fee / account holder | $10,275 | $13,780-25.4% | $11,613-11.5% | $11,429-10.1% |