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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 | $253,956 | $92,743+173.8% | $82,744+206.9% | $134,532+88.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.48% | 946.63%-961.1pp | 702.22%-716.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,592 | $3,273-51.4% | $3,008-47.1% | $4,741-66.4% |
| Participant deferral / active EE | $12,893 | $4,802+168.5% | $4,395+193.4% | $6,401+101.4% |
| Admin fee / account holder | $4,059 | $5,977-32.1% | $5,325-23.8% | $11,429-64.5% |