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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 | $790,861 | $167,504+372.1% | $151,628+421.6% | $134,509+488.0% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -20.18% | 7.81%-28.0pp | 3.34%-23.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,667 | $6,828-60.9% | $6,165-56.7% | $4,741-43.7% |
| Participant deferral / active EE | $9,043 | $8,985+0.7% | $8,363+8.1% | $6,400+41.3% |
| Admin fee / account holder | $10,047 | $13,779-27.1% | $11,613-13.5% | $11,427-12.1% |