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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 | $2,471,737 | $71,873+3339.0% | $86,698+2751.0% | $68,490+3508.9% |
| Participation rate | 1.9% | 72.2%-70.4pp | 76.6%-74.7pp | 67.9%-66.0pp |
| Annual return | -9.99% | 3.54%-13.5pp | 35.96%-45.9pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,541 | $2,173-29.1% | $2,837-45.7% | $2,597-40.6% |
| Participant deferral / active EE | $4,517 | $3,779+19.5% | $4,656-3.0% | $4,028+12.1% |
| Admin fee / account holder | $141,399 | $6,110+2214.1% | $7,492+1787.3% | $5,403+2517.1% |