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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 | $439,700 | $167,362+162.7% | $143,799+205.8% | $134,532+226.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.77% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,844 | $5,620-67.2% | $4,952-62.8% | $4,741-61.1% |
| Participant deferral / active EE | $10,964 | $6,447+70.0% | $5,638+94.4% | $6,401+71.3% |
| Admin fee / account holder | $1,704 | $18,094-90.6% | $14,677-88.4% | $11,429-85.1% |