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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 | $584,780 | $167,362+249.4% | $143,799+306.7% | $134,532+334.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.29% | 0.47%-14.8pp | -0.04%-14.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $100,000 | $5,620+1679.2% | $4,952+1919.3% | $4,741+2009.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,163 | $18,094-71.5% | $14,677-64.8% | $11,429-54.8% |