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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 | $621,318 | $142,409+336.3% | $119,634+419.3% | $134,545+361.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -19.05% | -12.46%-6.6pp | -14.98%-4.1pp | 418.37%-437.4pp |
| Employer contribution / active EE | $12,488 | $5,224+139.0% | $4,232+195.1% | $4,742+163.4% |
| Participant deferral / active EE | $13,500 | $6,468+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $1,209 | $13,594-91.1% | $10,329-88.3% | $11,431-89.4% |