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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 | $263,339 | $152,542+72.6% | $117,498+124.1% | $134,509+95.8% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -19.37% | 53.02%-72.4pp | 29.75%-49.1pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,860 | $5,574-48.7% | $4,178-31.5% | $4,741-39.7% |
| Participant deferral / active EE | $5,304 | $4,819+10.1% | $4,071+30.3% | $6,400-17.1% |
| Admin fee / account holder | $391 | $7,006-94.4% | $5,646-93.1% | $11,427-96.6% |