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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 | $372,308 | $167,522+122.2% | $151,639+145.5% | $134,532+176.7% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -15.39% | 7.81%-23.2pp | 3.34%-18.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,216 | $6,828-67.5% | $6,165-64.1% | $4,741-53.3% |
| Participant deferral / active EE | $8,602 | $8,986-4.3% | $8,363+2.9% | $6,401+34.4% |
| Admin fee / account holder | $147,116 | $13,780+967.6% | $11,613+1166.8% | $11,429+1187.3% |