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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 | $391,772 | $112,300+248.9% | $90,223+334.2% | $125,388+212.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.0%-29.0pp | 83.2%-33.2pp |
| Annual return | -3.84% | -0.57%-3.3pp | 1.31%-5.2pp | 282.24%-286.1pp |
| Employer contribution / active EE | $5,300 | $5,181+2.3% | $4,378+21.1% | $4,866+8.9% |
| Participant deferral / active EE | $12,000 | $6,733+78.2% | $5,792+107.2% | $5,352+124.2% |
| Admin fee / account holder | $1,917 | $10,990-82.6% | $7,406-74.1% | $9,541-79.9% |