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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 | $611,819 | $95,979+537.5% | $74,551+720.7% | $135,380+351.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -8.11% | 56.97%-65.1pp | 32.53%-40.6pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,000 | $2,716-63.2% | $1,961-49.0% | $4,779-79.1% |
| Participant deferral / active EE | $8,167 | $3,844+112.5% | $3,108+162.7% | $5,609+45.6% |
| Admin fee / account holder | $58,285 | $6,522+793.6% | $5,059+1052.1% | $10,828+438.3% |