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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 | $282,417 | $190,862+48.0% | $159,991+76.5% | $134,509+110.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -16.57% | 552.59%-569.2pp | 408.82%-425.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,965 | $6,924+43.9% | $6,183+61.2% | $6,400+55.7% |
| Admin fee / account holder | $4,256 | $10,495-59.4% | $8,715-51.2% | $11,427-62.7% |