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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 | $476,753 | $100,805+372.9% | $86,698+449.9% | $134,532+254.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -18.87% | 29.09%-48.0pp | 35.95%-54.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $4,680 | $3,490+34.1% | $2,837+65.0% | $4,741-1.3% |
| Participant deferral / active EE | $8,970 | $5,339+68.0% | $4,656+92.6% | $6,401+40.1% |
| Admin fee / account holder | $1,553 | $10,925-85.8% | $7,493-79.3% | $11,429-86.4% |