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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 | $262,464 | $91,537+186.7% | $130,045+101.8% | $75,173+249.1% |
| Participation rate | 56.0% | 71.5%-15.5pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 14.65% | -631.55%+646.2pp | -137.30%+152.0pp | 160.72%-146.1pp |
| Employer contribution / active EE | $4,036 | $2,845+41.9% | $4,321-6.6% | $2,671+51.1% |
| Participant deferral / active EE | $4,645 | $4,343+6.9% | $5,820-20.2% | $4,126+12.6% |
| Admin fee / account holder | $24,478 | $6,780+261.0% | $10,600+130.9% | $5,651+333.2% |