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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 | $573,933 | $138,070+315.7% | $123,549+364.5% | $135,377+324.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.08% | 153.69%-153.8pp | 119.20%-119.3pp | 519.75%-519.8pp |
| Employer contribution / active EE | $2,598 | $5,152-49.6% | $4,628-43.9% | $4,779-45.6% |
| Participant deferral / active EE | $9,039 | $6,799+32.9% | $6,426+40.7% | $5,609+61.2% |
| Admin fee / account holder | $2,947 | $10,916-73.0% | $9,284-68.3% | $10,828-72.8% |