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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 | $490,305 | $167,353+193.0% | $143,797+241.0% | $134,545+264.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -12.20% | 0.48%-12.7pp | -0.04%-12.2pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,440 | $5,620-74.4% | $4,952-70.9% | $4,742-69.6% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $873 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |