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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 | $306,337 | $68,996+344.0% | $159,991+91.5% | $68,495+347.2% |
| Participation rate | 12.5% | 65.4%-52.9pp | 78.0%-65.5pp | 67.9%-55.4pp |
| Annual return | -18.10% | -9.65%-8.4pp | 408.82%-426.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $501 | $2,212-77.3% | $4,225-88.1% | $2,596-80.7% |
| Participant deferral / active EE | $1,972 | $4,211-53.2% | $6,183-68.1% | $4,028-51.0% |
| Admin fee / account holder | $15,775 | $4,797+228.8% | $8,715+81.0% | $5,403+191.9% |