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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 | $251,051 | $92,707+170.8% | $82,726+203.5% | $134,493+86.7% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -18.15% | 945.12%-963.3pp | 701.33%-719.5pp | 418.01%-436.2pp |
| Employer contribution / active EE | $446 | $3,274-86.4% | $3,009-85.2% | $4,740-90.6% |
| Participant deferral / active EE | $2,229 | $4,801-53.6% | $4,394-49.3% | $6,400-65.2% |
| Admin fee / account holder | $5,854 | $5,980-2.1% | $5,328+9.9% | $11,425-48.8% |