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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 | $344,048 | $211,946+62.3% | $169,452+103.0% | $135,380+154.1% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -5.83% | 3.26%-9.1pp | 1.83%-7.7pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,128 | $6,075-65.0% | $5,277-59.7% | $5,609-62.1% |
| Admin fee / account holder | $868 | $11,472-92.4% | $9,110-90.5% | $10,828-92.0% |