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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 | $660,310 | $133,998+392.8% | $112,263+488.2% | $134,545+390.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.55% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,097 | $4,040-72.8% | $3,636-69.8% | $4,742-76.9% |
| Participant deferral / active EE | $4,632 | $5,292-12.5% | $4,729-2.1% | $6,401-27.6% |
| Admin fee / account holder | $26,604 | $7,493+255.1% | $6,410+315.0% | $11,431+132.7% |