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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 | $509,572 | $167,353+204.5% | $143,797+254.4% | $134,545+278.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.73% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,365 | $5,620-57.9% | $4,952-52.2% | $4,742-50.1% |
| Participant deferral / active EE | $4,133 | $6,447-35.9% | $5,638-26.7% | $6,401-35.4% |
| Admin fee / account holder | $332 | $18,096-98.2% | $14,679-97.7% | $11,431-97.1% |