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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 | $251,565 | $59,834+320.4% | $79,576+216.1% | $68,495+267.3% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.15%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,683 | $1,505+11.9% | $2,413-30.2% | $2,596-35.2% |
| Participant deferral / active EE | $3,304 | $3,024+9.2% | $3,985-17.1% | $4,028-18.0% |
| Admin fee / account holder | $40,227 | $4,835+731.9% | $6,834+488.6% | $5,403+644.5% |