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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 | $476,454 | $138,076+245.1% | $123,553+285.6% | $135,380+251.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.06% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,008 | $5,152-61.0% | $4,628-56.6% | $4,779-58.0% |
| Participant deferral / active EE | $7,767 | $6,800+14.2% | $6,426+20.9% | $5,609+38.5% |
| Admin fee / account holder | $17,591 | $10,917+61.1% | $9,284+89.5% | $10,828+62.5% |