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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 | $476,629 | $138,075+245.2% | $123,552+285.8% | $135,379+252.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -1.84% | 153.70%-155.5pp | 119.20%-121.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $4,900 | $5,152-4.9% | $4,628+5.9% | $4,779+2.5% |
| Participant deferral / active EE | $7,125 | $6,800+4.8% | $6,426+10.9% | $5,609+27.0% |
| Admin fee / account holder | $369,246 | $10,917+3282.3% | $9,285+3877.0% | $10,828+3310.1% |