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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 | $286,047 | $93,098+207.3% | $77,081+271.1% | $134,509+112.7% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.2pp | 81.2%-64.6pp |
| Annual return | -19.61% | 62.63%-82.2pp | 42.33%-61.9pp | 418.13%-437.7pp |
| Employer contribution / active EE | $558 | $3,419-83.7% | $2,813-80.2% | $4,741-88.2% |
| Participant deferral / active EE | $2,506 | $5,239-52.2% | $4,428-43.4% | $6,400-60.8% |
| Admin fee / account holder | $3,439 | $6,945-50.5% | $5,427-36.6% | $11,427-69.9% |