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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 | $684,154 | $167,323+308.9% | $143,770+375.9% | $134,493+408.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.22% | 0.47%-19.7pp | -0.04%-19.2pp | 418.01%-437.2pp |
| Employer contribution / active EE | $4,280 | $5,619-23.8% | $4,951-13.6% | $4,740-9.7% |
| Participant deferral / active EE | $4,909 | $6,446-23.8% | $5,638-12.9% | $6,400-23.3% |
| Admin fee / account holder | $19,085 | $18,088+5.5% | $14,673+30.1% | $11,425+67.0% |