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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 | $281,664 | $142,409+97.8% | $119,634+135.4% | $134,545+109.3% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -9.15% | -12.46%+3.3pp | -14.98%+5.8pp | 418.37%-427.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,800 | $6,468+67.0% | $5,601+92.8% | $6,401+68.7% |
| Admin fee / account holder | $1,652 | $13,594-87.9% | $10,329-84.0% | $11,431-85.6% |