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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 | $2,777,522 | $73,863+3660.4% | $143,797+1831.6% | $68,490+3955.4% |
| Participation rate | 15.0% | 66.7%-51.7pp | 80.3%-65.3pp | 67.9%-52.9pp |
| Annual return | -17.61% | 0.91%-18.5pp | -0.04%-17.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $8,665 | $3,185+172.1% | $4,952+75.0% | $2,597+233.7% |
| Participant deferral / active EE | $13,656 | $3,385+303.5% | $5,638+142.2% | $4,028+239.1% |
| Admin fee / account holder | $83,116 | $5,756+1344.0% | $14,679+466.2% | $5,403+1438.4% |