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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 | $597,240 | $95,895+522.8% | $79,576+650.5% | $134,509+344.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -20.33% | -2.72%-17.6pp | 0.15%-20.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,201 | $3,128-61.6% | $2,413-50.2% | $4,741-74.7% |
| Participant deferral / active EE | $9,146 | $4,693+94.9% | $3,985+129.5% | $6,400+42.9% |
| Admin fee / account holder | $2,055 | $9,129-77.5% | $6,834-69.9% | $11,427-82.0% |