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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 | $627,869 | $167,522+274.8% | $151,639+314.1% | $134,532+366.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -9.85% | 7.81%-17.7pp | 3.34%-13.2pp | 418.27%-428.1pp |
| Employer contribution / active EE | $3,998 | $6,828-41.5% | $6,165-35.2% | $4,741-15.7% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,009 | $13,780-78.2% | $11,613-74.1% | $11,429-73.7% |