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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 | $268,799 | $92,684+190.0% | $82,706+225.0% | $134,509+99.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.43% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,975 | $3,272-39.6% | $3,007-34.3% | $4,741-58.3% |
| Participant deferral / active EE | $6,225 | $4,800+29.7% | $4,394+41.7% | $6,400-2.7% |
| Admin fee / account holder | $2,396 | $5,982-59.9% | $5,329-55.0% | $11,427-79.0% |