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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 | $274,425 | $82,674+231.9% | $125,363+118.9% | $68,495+300.7% |
| Participation rate | 0.0% | 75.0%-75.0pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -19.26% | -5.97%-13.3pp | 572.15%-591.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,504 | $3,382+3.6% | $4,815-27.2% | $2,596+34.9% |
| Participant deferral / active EE | $5,024 | $6,111-17.8% | $7,447-32.5% | $4,028+24.8% |
| Admin fee / account holder | $2,968 | $6,276-52.7% | $10,005-70.3% | $5,403-45.1% |