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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 | $1,061,401 | $168,635+529.4% | $147,617+619.0% | $125,389+746.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -1.72% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,318 | $6,252-46.9% | $5,564-40.4% | $4,866-31.8% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,895+63.4% | $5,352+49.5% |
| Admin fee / account holder | $11,958 | $13,580-11.9% | $11,612+3.0% | $9,541+25.3% |