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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 | $366,943 | $105,867+246.6% | $90,760+304.3% | $134,532+172.8% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -16.29% | -10.99%-5.3pp | -12.16%-4.1pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,115 | $3,464-10.1% | $2,922+6.6% | $4,741-34.3% |
| Participant deferral / active EE | $8,471 | $5,217+62.4% | $4,565+85.6% | $6,401+32.3% |
| Admin fee / account holder | $3,738 | $13,936-73.2% | $8,444-55.7% | $11,429-67.3% |