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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 | $329,307 | $138,114+138.4% | $125,391+162.6% | $134,545+144.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -10.44% | 750.88%-761.3pp | 572.41%-582.8pp | 418.37%-428.8pp |
| Employer contribution / active EE | $1,600 | $5,246-69.5% | $4,816-66.8% | $4,742-66.3% |
| Participant deferral / active EE | $4,500 | $7,801-42.3% | $7,448-39.6% | $6,401-29.7% |
| Admin fee / account holder | $5,000 | $11,570-56.8% | $10,009-50.0% | $11,431-56.3% |