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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 | $100,792+285.0% | $86,691+347.6% | $134,509+188.5% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -15.78% | 29.08%-44.9pp | 35.94%-51.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,441 | $5,339+39.4% | $4,656+59.8% | $6,400+16.3% |
| Admin fee / account holder | $11,438 | $10,924+4.7% | $7,492+52.7% | $11,427+0.1% |