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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 | $846,771 | $167,352+406.0% | $143,788+488.9% | $134,509+529.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -18.45% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $6,000 | $5,620+6.8% | $4,952+21.2% | $4,741+26.6% |
| Participant deferral / active EE | $6,000 | $6,447-6.9% | $5,638+6.4% | $6,400-6.3% |
| Admin fee / account holder | $7,832 | $18,091-56.7% | $14,675-46.6% | $11,427-31.5% |