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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 | $406,818 | $138,076+194.6% | $123,553+229.3% | $135,380+200.5% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,436 | $5,152-52.7% | $4,628-47.4% | $4,779-49.0% |
| Participant deferral / active EE | $8,683 | $6,800+27.7% | $6,426+35.1% | $5,609+54.8% |
| Admin fee / account holder | $5,311 | $10,917-51.4% | $9,284-42.8% | $10,828-51.0% |