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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 | $352,754 | $82,324+328.5% | $68,803+412.7% | $134,545+162.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -19.06% | -2.17%-16.9pp | -6.37%-12.7pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,925 | $3,302+18.9% | $2,656+47.8% | $4,742-17.2% |
| Participant deferral / active EE | $15,425 | $4,740+225.4% | $3,942+291.3% | $6,401+141.0% |
| Admin fee / account holder | $129,074 | $6,485+1890.4% | $4,936+2515.1% | $11,431+1029.2% |