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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 | $342,964 | $167,353+104.9% | $143,797+138.5% | $134,545+154.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -19.23% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $4,883 | $5,620-13.1% | $4,952-1.4% | $4,742+3.0% |
| Participant deferral / active EE | $8,668 | $6,447+34.5% | $5,638+53.7% | $6,401+35.4% |
| Admin fee / account holder | $1,352 | $18,096-92.5% | $14,679-90.8% | $11,431-88.2% |