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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 | $3,432,049 | $99,032+3365.6% | $80,022+4188.9% | $135,379+2435.1% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -3.48% | 15.39%-18.9pp | 11.22%-14.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $20,050 | $3,043+558.8% | $2,468+712.4% | $4,779+319.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141,025 | $10,436+1251.4% | $6,521+2062.6% | $10,828+1202.4% |