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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 | $632,546 | $67,352+839.2% | $60,899+938.7% | $134,509+370.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -13.79% | 49.99%-63.8pp | 16.92%-30.7pp | 418.13%-431.9pp |
| Employer contribution / active EE | $10,160 | $3,098+228.0% | $2,702+276.0% | $4,741+114.3% |
| Participant deferral / active EE | $10,840 | $4,539+138.8% | $3,817+184.0% | $6,400+69.4% |
| Admin fee / account holder | $22,983 | $4,585+401.3% | $3,225+612.6% | $11,427+101.1% |