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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 | $369,772 | $142,361+159.7% | $119,608+209.2% | $134,509+174.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.98% | -12.46%-5.5pp | -14.98%-3.0pp | 418.13%-436.1pp |
| Employer contribution / active EE | $4,528 | $5,224-13.3% | $4,232+7.0% | $4,741-4.5% |
| Participant deferral / active EE | $9,000 | $6,468+39.1% | $5,601+60.7% | $6,400+40.6% |
| Admin fee / account holder | $1,688 | $13,588-87.6% | $10,326-83.7% | $11,427-85.2% |