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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 | $454,660 | $133,981+239.3% | $112,249+305.0% | $134,532+238.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -9.46% | 47.16%-56.6pp | 27.48%-36.9pp | 418.27%-427.7pp |
| Employer contribution / active EE | $12,283 | $4,040+204.1% | $3,636+237.8% | $4,741+159.1% |
| Participant deferral / active EE | $4,139 | $5,292-21.8% | $4,729-12.5% | $6,401-35.3% |
| Admin fee / account holder | $5,721 | $7,492-23.6% | $6,412-10.8% | $11,429-49.9% |