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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 | $260,706 | $160,059+62.9% | $140,019+86.2% | $135,382+92.6% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.5%-31.9pp | 82.6%-27.1pp |
| Annual return | -4.33% | 911.44%-915.8pp | 651.15%-655.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $2,897 | $6,420-54.9% | $5,605-48.3% | $4,779-39.4% |
| Participant deferral / active EE | $7,423 | $7,641-2.8% | $6,927+7.2% | $5,609+32.3% |
| Admin fee / account holder | $11,531 | $13,328-13.5% | $10,705+7.7% | $10,829+6.5% |