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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 | $418,648 | $93,098+349.7% | $77,081+443.1% | $134,509+211.2% |
| Participation rate | 20.0% | 74.5%-54.5pp | 67.9%-47.9pp | 81.2%-61.2pp |
| Annual return | -10.40% | 62.63%-73.0pp | 42.33%-52.7pp | 418.13%-428.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,484 | $5,239-33.5% | $4,428-21.3% | $6,400-45.6% |
| Admin fee / account holder | $6,622 | $6,945-4.7% | $5,427+22.0% | $11,427-42.1% |