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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 | $2,119,098 | $82,678+2463.1% | $125,391+1590.0% | $68,490+2994.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -12.24% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $12,532 | $3,382+270.5% | $4,816+160.2% | $2,597+382.6% |
| Participant deferral / active EE | $7,351 | $6,111+20.3% | $7,448-1.3% | $4,028+82.5% |
| Admin fee / account holder | $7,947 | $6,277+26.6% | $10,009-20.6% | $5,403+47.1% |