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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 | $345,312 | $142,409+142.5% | $119,634+188.6% | $134,545+156.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.08% | -12.46%-3.6pp | -14.98%-1.1pp | 418.37%-434.4pp |
| Employer contribution / active EE | $12,600 | $5,224+141.2% | $4,232+197.7% | $4,742+165.7% |
| Participant deferral / active EE | $11,840 | $6,468+83.1% | $5,601+111.4% | $6,401+85.0% |
| Admin fee / account holder | $100,641 | $13,594+640.3% | $10,329+874.4% | $11,431+780.4% |