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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 | $611,409 | $133,998+356.3% | $112,263+444.6% | $134,545+354.4% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -16.33% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,145 | $4,040-71.7% | $3,636-68.5% | $4,742-75.9% |
| Participant deferral / active EE | $2,378 | $5,292-55.1% | $4,729-49.7% | $6,401-62.9% |
| Admin fee / account holder | $142,649 | $7,493+1803.8% | $6,410+2125.3% | $11,431+1147.9% |