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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 | $439,860 | $90,607+385.5% | $79,467+453.5% | $135,380+224.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -5.61% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,005 | $3,068-34.6% | $2,800-28.4% | $4,779-58.0% |
| Participant deferral / active EE | $2,005 | $4,050-50.5% | $3,704-45.9% | $5,609-64.2% |
| Admin fee / account holder | $18,446 | $5,895+212.9% | $5,104+261.4% | $10,828+70.4% |