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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 | $475,008 | $167,362+183.8% | $143,799+230.3% | $134,532+253.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.38% | 0.47%-13.9pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $4,848 | $5,620-13.7% | $4,952-2.1% | $4,741+2.3% |
| Participant deferral / active EE | $10,812 | $6,447+67.7% | $5,638+91.8% | $6,401+68.9% |
| Admin fee / account holder | $9,534 | $18,094-47.3% | $14,677-35.0% | $11,429-16.6% |