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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 | $456,241 | $211,946+115.3% | $169,452+169.2% | $135,379+237.0% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -6.88% | 3.26%-10.1pp | 1.83%-8.7pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,300 | $6,075+102.5% | $5,277+133.1% | $5,609+119.3% |
| Admin fee / account holder | $189,078 | $11,472+1548.2% | $9,110+1975.6% | $10,828+1646.2% |