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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 | $655,081 | $142,392+360.1% | $119,622+447.6% | $134,532+386.9% |
| Participation rate | 38.9% | 82.8%-43.9pp | 79.3%-40.4pp | 81.2%-42.3pp |
| Annual return | -4.34% | -12.46%+8.1pp | -14.98%+10.6pp | 418.27%-422.6pp |
| Employer contribution / active EE | $12,222 | $5,224+134.0% | $4,232+188.8% | $4,741+157.8% |
| Participant deferral / active EE | $6,913 | $6,467+6.9% | $5,601+23.4% | $6,401+8.0% |
| Admin fee / account holder | $1,816 | $13,593-86.6% | $10,328-82.4% | $11,429-84.1% |