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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 | $515,999 | $105,861+387.4% | $90,756+468.6% | $134,509+283.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | 6.91% | -10.99%+17.9pp | -12.16%+19.1pp | 418.13%-411.2pp |
| Employer contribution / active EE | $3,000 | $3,463-13.4% | $2,922+2.7% | $4,741-36.7% |
| Participant deferral / active EE | $13,500 | $5,217+158.8% | $4,565+195.7% | $6,400+110.9% |
| Admin fee / account holder | $344 | $13,938-97.5% | $8,445-95.9% | $11,427-97.0% |