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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 | $1,801,362 | $167,362+976.3% | $143,799+1152.7% | $134,532+1239.0% |
| Participation rate | 11.1% | 84.8%-73.7pp | 80.3%-69.2pp | 81.2%-70.1pp |
| Annual return | -15.54% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,356 | $5,620-75.9% | $4,952-72.6% | $4,741-71.4% |
| Participant deferral / active EE | $3,000 | $6,447-53.5% | $5,638-46.8% | $6,401-53.1% |
| Admin fee / account holder | $11,640 | $18,094-35.7% | $14,677-20.7% | $11,429+1.9% |