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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 | $462,357 | $167,362+176.3% | $143,799+221.5% | $134,532+243.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -9.86% | 0.47%-10.3pp | -0.04%-9.8pp | 418.27%-428.1pp |
| Employer contribution / active EE | $3,248 | $5,620-42.2% | $4,952-34.4% | $4,741-31.5% |
| Participant deferral / active EE | $6,481 | $6,447+0.5% | $5,638+14.9% | $6,401+1.2% |
| Admin fee / account holder | $226,421 | $18,094+1151.4% | $14,677+1442.7% | $11,429+1881.2% |