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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 | $404,057 | $167,362+141.4% | $143,799+181.0% | $134,532+200.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.80% | 0.47%-16.3pp | -0.04%-15.8pp | 418.27%-434.1pp |
| Employer contribution / active EE | $2,304 | $5,620-59.0% | $4,952-53.5% | $4,741-51.4% |
| Participant deferral / active EE | $11,727 | $6,447+81.9% | $5,638+108.0% | $6,401+83.2% |
| Admin fee / account holder | $1,879 | $18,094-89.6% | $14,677-87.2% | $11,429-83.6% |