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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 | $734,323 | $93,117+688.6% | $77,096+852.5% | $134,532+445.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -19.79% | 62.67%-82.5pp | 42.35%-62.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $832 | $3,420-75.7% | $2,814-70.4% | $4,741-82.5% |
| Participant deferral / active EE | $18,000 | $5,241+243.4% | $4,429+306.4% | $6,401+181.2% |
| Admin fee / account holder | $3,835 | $6,948-44.8% | $5,428-29.4% | $11,429-66.4% |