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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 | $258,063 | $138,075+86.9% | $123,552+108.9% | $135,379+90.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.26% | 153.70%-156.0pp | 119.20%-121.5pp | 519.79%-522.0pp |
| Employer contribution / active EE | $3,763 | $5,152-27.0% | $4,628-18.7% | $4,779-21.3% |
| Participant deferral / active EE | $5,546 | $6,800-18.4% | $6,426-13.7% | $5,609-1.1% |
| Admin fee / account holder | $938 | $10,917-91.4% | $9,285-89.9% | $10,828-91.3% |