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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 | $345,984 | $135,645+155.1% | $110,243+213.8% | $135,380+155.6% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -5.30% | 513.24%-518.5pp | 314.76%-320.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,192 | $4,907-75.7% | $3,827-68.8% | $4,779-75.1% |
| Participant deferral / active EE | $4,153 | $5,507-24.6% | $4,672-11.1% | $5,609-26.0% |
| Admin fee / account holder | $12,794 | $11,458+11.7% | $8,548+49.7% | $10,828+18.2% |