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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 | $302,184 | $138,076+118.9% | $123,553+144.6% | $135,380+123.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.28% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $5,500 | $5,152+6.8% | $4,628+18.8% | $4,779+15.1% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $2,090 | $10,917-80.9% | $9,284-77.5% | $10,828-80.7% |