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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 | $398,529 | $107,809+269.7% | $90,657+339.6% | $135,379+194.4% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -8.41% | -0.90%-7.5pp | 1.89%-10.3pp | 519.79%-528.2pp |
| Employer contribution / active EE | $12,771 | $3,018+323.2% | $2,532+404.4% | $4,779+167.2% |
| Participant deferral / active EE | $27,202 | $3,872+602.6% | $3,424+694.4% | $5,609+385.0% |
| Admin fee / account holder | $14,346 | $5,931+141.9% | $4,994+187.2% | $10,828+32.5% |