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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 | $501,938 | $87,546+473.3% | $75,784+562.3% | $125,389+300.3% |
| Participation rate | 16.7% | 80.2%-63.5pp | 75.8%-59.2pp | 83.2%-66.5pp |
| Annual return | -2.84% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,910 | $3,930-51.4% | $3,323-42.5% | $4,866-60.7% |
| Participant deferral / active EE | $2,213 | $4,230-47.7% | $3,652-39.4% | $5,352-58.7% |
| Admin fee / account holder | $39,371 | $6,503+505.5% | $5,300+642.9% | $9,541+312.7% |