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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 | $392,546 | $64,311+510.4% | $57,356+584.4% | $125,389+213.1% |
| Participation rate | 5.0% | 78.6%-73.6pp | 75.1%-70.1pp | 83.2%-78.2pp |
| Annual return | -1.35% | 25.14%-26.5pp | 24.41%-25.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,072 | $5,243-60.5% | $3,357-38.3% | $9,541-78.3% |