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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 | $285,972 | $197,819+44.6% | $155,789+83.6% | $125,389+128.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.60% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,426 | $4,850-50.0% | $3,839-36.8% | $4,866-50.1% |
| Participant deferral / active EE | $9,000 | $5,631+59.8% | $4,798+87.6% | $5,352+68.2% |
| Admin fee / account holder | $15,450 | $9,544+61.9% | $7,477+106.6% | $9,541+61.9% |