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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 | $844,543 | $133,998+530.3% | $112,263+652.3% | $134,545+527.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -11.71% | 47.17%-58.9pp | 27.49%-39.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,852 | $4,040-54.2% | $3,636-49.1% | $4,742-60.9% |
| Participant deferral / active EE | $3,100 | $5,292-41.4% | $4,729-34.5% | $6,401-51.6% |
| Admin fee / account holder | $69,186 | $7,493+823.4% | $6,410+979.3% | $11,431+505.3% |