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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 | $395,394 | $138,114+186.3% | $125,391+215.3% | $134,545+193.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -5.98% | 750.88%-756.9pp | 572.41%-578.4pp | 418.37%-424.4pp |
| Employer contribution / active EE | $5,761 | $5,246+9.8% | $4,816+19.6% | $4,742+21.5% |
| Participant deferral / active EE | $8,000 | $7,801+2.6% | $7,448+7.4% | $6,401+25.0% |
| Admin fee / account holder | $4,855 | $11,570-58.0% | $10,009-51.5% | $11,431-57.5% |