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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 | $365,584 | $182,442+100.4% | $163,379+123.8% | $138,895+163.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 0.00% | 72.74%-72.7pp | 63.41%-63.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,360 | $4,159-67.3% | $3,752-63.8% | $4,194-67.6% |
| Participant deferral / active EE | $11,750 | $6,817+72.4% | $6,282+87.1% | $6,396+83.7% |
| Admin fee / account holder | $1,596 | $10,396-84.6% | $9,818-83.7% | $12,562-87.3% |