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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 | $552,114 | $85,790+543.6% | $67,313+720.2% | $135,380+307.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -6.33% | -0.54%-5.8pp | -4.08%-2.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $6,484 | $3,487+85.9% | $2,566+152.7% | $4,779+35.7% |
| Participant deferral / active EE | $8,750 | $4,651+88.1% | $3,568+145.2% | $5,609+56.0% |
| Admin fee / account holder | $5,191 | $6,392-18.8% | $4,507+15.2% | $10,828-52.1% |