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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 | $444,988 | $133,981+232.1% | $112,249+296.4% | $134,532+230.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -16.02% | 47.16%-63.2pp | 27.48%-43.5pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,621 | $4,040-59.9% | $3,636-55.4% | $4,741-65.8% |
| Participant deferral / active EE | $13,179 | $5,292+149.0% | $4,729+178.7% | $6,401+105.9% |
| Admin fee / account holder | $4,538 | $7,492-39.4% | $6,412-29.2% | $11,429-60.3% |