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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 | $328,764 | $133,998+145.3% | $112,263+192.9% | $134,545+144.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -1.11% | 47.17%-48.3pp | 27.49%-28.6pp | 418.37%-419.5pp |
| Employer contribution / active EE | $1,848 | $4,040-54.3% | $3,636-49.2% | $4,742-61.0% |
| Participant deferral / active EE | $17,333 | $5,292+227.5% | $4,729+266.5% | $6,401+170.8% |
| Admin fee / account holder | $1,090,034 | $7,493+14447.6% | $6,410+16904.3% | $11,431+9436.0% |