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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 | $695,763 | $167,362+315.7% | $143,799+383.8% | $134,532+417.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -10.34% | 0.47%-10.8pp | -0.04%-10.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $3,662 | $5,620-34.8% | $4,952-26.1% | $4,741-22.8% |
| Participant deferral / active EE | $11,450 | $6,447+77.6% | $5,638+103.1% | $6,401+78.9% |
| Admin fee / account holder | $1,425 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |