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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 | $92,743+189.8% | $82,744+224.9% | $134,532+99.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -17.43% | 946.63%-964.1pp | 702.22%-719.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,975 | $3,273-39.7% | $3,008-34.4% | $4,741-58.4% |
| Participant deferral / active EE | $6,225 | $4,802+29.7% | $4,395+41.7% | $6,401-2.7% |
| Admin fee / account holder | $2,396 | $5,977-59.9% | $5,325-55.0% | $11,429-79.0% |