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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 | $1,110,374 | $133,998+728.6% | $112,263+889.1% | $134,545+725.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -19.92% | 47.17%-67.1pp | 27.49%-47.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $2,178 | $4,040-46.1% | $3,636-40.1% | $4,742-54.1% |
| Participant deferral / active EE | $3,721 | $5,292-29.7% | $4,729-21.3% | $6,401-41.9% |
| Admin fee / account holder | $77,444 | $7,493+933.6% | $6,410+1108.1% | $11,431+577.5% |