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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 | $740,610 | $134,001+452.7% | $112,258+559.7% | $134,509+450.6% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | -19.69% | 47.15%-66.8pp | 27.47%-47.2pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,057 | $4,039-73.8% | $3,636-70.9% | $4,741-77.7% |
| Participant deferral / active EE | $3,289 | $5,291-37.9% | $4,728-30.5% | $6,400-48.6% |
| Admin fee / account holder | $4,268 | $7,491-43.0% | $6,411-33.4% | $11,427-62.6% |