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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 | $544,705 | $84,551+544.2% | $61,452+786.4% | $134,532+304.9% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -0.60% | 585.39%-586.0pp | 338.96%-339.6pp | 418.27%-418.9pp |
| Employer contribution / active EE | $867 | $1,545-43.9% | $1,160-25.3% | $4,741-81.7% |
| Participant deferral / active EE | $867 | $2,818-69.3% | $2,125-59.2% | $6,401-86.5% |
| Admin fee / account holder | $99,050 | $2,587+3728.0% | $2,131+4548.1% | $11,429+766.7% |