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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 | $668,004 | $167,352+299.2% | $143,788+364.6% | $134,509+396.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -3.89% | 0.47%-4.4pp | -0.03%-3.9pp | 418.13%-422.0pp |
| Employer contribution / active EE | $3,592 | $5,620-36.1% | $4,952-27.5% | $4,741-24.2% |
| Participant deferral / active EE | $9,359 | $6,447+45.2% | $5,638+66.0% | $6,400+46.2% |
| Admin fee / account holder | $13,579 | $18,091-24.9% | $14,675-7.5% | $11,427+18.8% |