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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 | $1,762,518 | $167,323+953.4% | $143,770+1125.9% | $134,493+1210.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -12.55% | 0.47%-13.0pp | -0.04%-12.5pp | 418.01%-430.6pp |
| Employer contribution / active EE | $2,560 | $5,619-54.4% | $4,951-48.3% | $4,740-46.0% |
| Participant deferral / active EE | $6,121 | $6,446-5.0% | $5,638+8.6% | $6,400-4.4% |
| Admin fee / account holder | $97,217 | $18,088+437.5% | $14,673+562.6% | $11,425+750.9% |