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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 | $585,843 | $142,392+311.4% | $119,622+389.7% | $134,532+335.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -19.69% | -12.46%-7.2pp | -14.98%-4.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,221 | $5,224-76.6% | $4,232-71.1% | $4,741-74.2% |
| Participant deferral / active EE | $12,200 | $6,467+88.6% | $5,601+117.8% | $6,401+90.6% |
| Admin fee / account holder | $2,183 | $13,593-83.9% | $10,328-78.9% | $11,429-80.9% |