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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,713 | $60,989+547.2% | $60,919+547.9% | $66,949+489.6% |
| Participation rate | 4.8% | 74.5%-69.7pp | 73.1%-68.3pp | 69.8%-65.1pp |
| Annual return | -13.70% | -9.60%-4.1pp | 16.96%-30.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $3,517 | $2,661+32.2% | $2,704+30.1% | $2,545+38.2% |
| Participant deferral / active EE | $6,762 | $3,615+87.1% | $3,814+77.3% | $4,239+59.5% |
| Admin fee / account holder | $451 | $338+33.3% | $3,228-86.0% | $594-24.0% |