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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 | $471,219 | $167,352+181.6% | $143,788+227.7% | $134,509+250.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -8.86% | 0.47%-9.3pp | -0.03%-8.8pp | 418.13%-427.0pp |
| Employer contribution / active EE | $6,750 | $5,620+20.1% | $4,952+36.3% | $4,741+42.4% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $838 | $18,091-95.4% | $14,675-94.3% | $11,427-92.7% |