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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 | $369,523 | $142,361+159.6% | $119,608+208.9% | $134,509+174.7% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -15.10% | -12.46%-2.6pp | -14.98%-0.1pp | 418.13%-433.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,882 | $6,468+68.2% | $5,601+94.3% | $6,400+70.0% |
| Admin fee / account holder | $201,940 | $13,588+1386.2% | $10,326+1855.7% | $11,427+1667.3% |