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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 | $259,221 | $138,072+87.7% | $123,549+109.8% | $135,382+91.5% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -7.24% | 153.69%-160.9pp | 119.20%-126.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,757 | $5,152-65.9% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $3,532 | $6,799-48.1% | $6,426-45.0% | $5,609-37.0% |
| Admin fee / account holder | $32,579 | $10,917+198.4% | $9,284+250.9% | $10,829+200.9% |