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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 | $415,494 | $93,117+346.2% | $77,096+438.9% | $134,532+208.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -13.88% | 62.67%-76.6pp | 42.35%-56.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,250 | $3,420-34.2% | $2,814-20.1% | $4,741-52.5% |
| Participant deferral / active EE | $10,250 | $5,241+95.6% | $4,429+131.4% | $6,401+60.1% |
| Admin fee / account holder | $8,550 | $6,948+23.1% | $5,428+57.5% | $11,429-25.2% |