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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 | $387,725 | $92,219+320.4% | $76,768+405.1% | $135,379+186.4% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -5.23% | 5.46%-10.7pp | 2.43%-7.7pp | 519.79%-525.0pp |
| Employer contribution / active EE | $12,256 | $3,216+281.1% | $2,485+393.2% | $4,779+156.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $30,600 | $10,749+184.7% | $6,675+358.4% | $10,828+182.6% |