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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 | $611,854 | $167,533+265.2% | $151,645+303.5% | $134,545+354.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.46% | 7.81%-25.3pp | 3.34%-20.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,333 | $8,985+48.4% | $8,363+59.4% | $6,401+108.3% |
| Admin fee / account holder | $169,067 | $13,781+1126.8% | $11,614+1355.7% | $11,431+1379.1% |