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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 | $251,919 | $81,870+207.7% | $119,634+110.6% | $68,490+267.8% |
| Participation rate | 57.7% | 71.9%-14.2pp | 79.3%-21.6pp | 67.9%-10.2pp |
| Annual return | -14.04% | -23.82%+9.8pp | -14.98%+0.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,164 | $2,692+54.7% | $4,232-1.6% | $2,597+60.3% |
| Participant deferral / active EE | $3,482 | $4,148-16.1% | $5,601-37.8% | $4,028-13.5% |
| Admin fee / account holder | $2,220 | $6,583-66.3% | $10,329-78.5% | $5,403-58.9% |