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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 | $388,046 | $100,805+284.9% | $86,698+347.6% | $134,532+188.4% |
| Participation rate | 58.3% | 79.0%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -15.78% | 29.09%-44.9pp | 35.95%-51.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,441 | $5,339+39.4% | $4,656+59.8% | $6,401+16.2% |
| Admin fee / account holder | $11,438 | $10,925+4.7% | $7,493+52.7% | $11,429+0.1% |