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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 | $278,105 | $142,392+95.3% | $119,622+132.5% | $134,532+106.7% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -11.57% | -12.46%+0.9pp | -14.98%+3.4pp | 418.27%-429.8pp |
| Employer contribution / active EE | $2,182 | $5,224-58.2% | $4,232-48.4% | $4,741-54.0% |
| Participant deferral / active EE | $7,664 | $6,467+18.5% | $5,601+36.8% | $6,401+19.7% |
| Admin fee / account holder | $40,215 | $13,593+195.9% | $10,328+289.4% | $11,429+251.9% |