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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 | $408,174 | $91,911+344.1% | $68,612+494.9% | $135,380+201.5% |
| Participation rate | 60.0% | 76.7%-16.7pp | 72.2%-12.2pp | 82.6%-22.6pp |
| Annual return | 0.21% | -8.22%+8.4pp | -4.63%+4.8pp | 519.81%-519.6pp |
| Employer contribution / active EE | $2,202 | $3,924-43.9% | $2,625-16.1% | $4,779-53.9% |
| Participant deferral / active EE | $18,011 | $4,315+317.4% | $3,311+444.0% | $5,609+221.1% |
| Admin fee / account holder | $459,018 | $9,240+4867.5% | $5,131+8845.4% | $10,828+4139.1% |