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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 | $766,604 | $167,504+357.7% | $151,628+405.6% | $134,509+469.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.53% | 7.81%-26.3pp | 3.34%-21.9pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,600 | $6,828-61.9% | $6,165-57.8% | $4,741-45.2% |
| Participant deferral / active EE | $12,568 | $8,985+39.9% | $8,363+50.3% | $6,400+96.4% |
| Admin fee / account holder | $5,010 | $13,779-63.6% | $11,613-56.9% | $11,427-56.2% |