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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 | $587,319 | $95,895+512.5% | $79,576+638.1% | $134,509+336.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -17.92% | -2.72%-15.2pp | 0.15%-18.1pp | 418.13%-436.1pp |
| Employer contribution / active EE | $796 | $3,128-74.6% | $2,413-67.0% | $4,741-83.2% |
| Participant deferral / active EE | $2,265 | $4,693-51.7% | $3,985-43.2% | $6,400-64.6% |
| Admin fee / account holder | $515,077 | $9,129+5542.1% | $6,834+7437.0% | $11,427+4407.7% |