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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 | $580,632 | $131,835+340.4% | $108,582+434.7% | $273,972+111.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 7.99% | -91.57%+99.6pp | -51.70%+59.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,800 | $5,127-6.4% | $4,311+11.3% | $5,287-9.2% |
| Admin fee / account holder | $17,361 | $10,253+69.3% | $7,645+127.1% | $10,133+71.3% |