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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 | $281,231 | $92,766+203.2% | $82,763+239.8% | $134,545+109.0% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 81.2%-71.2pp |
| Annual return | -19.33% | 946.97%-966.3pp | 702.45%-721.8pp | 418.37%-437.7pp |
| Employer contribution / active EE | $624 | $3,273-80.9% | $3,008-79.3% | $4,742-86.8% |
| Participant deferral / active EE | $1,092 | $4,802-77.3% | $4,395-75.2% | $6,401-82.9% |
| Admin fee / account holder | $518 | $5,978-91.3% | $5,325-90.3% | $11,431-95.5% |