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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 | $270,221 | $92,743+191.4% | $82,744+226.6% | $134,532+100.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -16.51% | 946.63%-963.1pp | 702.22%-718.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $1,933 | $3,273-40.9% | $3,008-35.7% | $4,741-59.2% |
| Participant deferral / active EE | $2,780 | $4,802-42.1% | $4,395-36.7% | $6,401-56.6% |
| Admin fee / account holder | $2,173 | $5,977-63.6% | $5,325-59.2% | $11,429-81.0% |