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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 | $465,822 | $92,219+405.1% | $76,767+506.8% | $135,380+244.1% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -4.83% | 5.46%-10.3pp | 2.43%-7.3pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,999 | $4,508-55.7% | $3,852-48.1% | $5,609-64.4% |
| Admin fee / account holder | $17,625 | $10,749+64.0% | $6,675+164.0% | $10,828+62.8% |