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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 | $395,743 | $160,059+147.2% | $140,019+182.6% | $135,382+192.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -8.51% | 911.44%-920.0pp | 651.15%-659.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,400 | $6,420-78.2% | $5,605-75.0% | $4,779-70.7% |
| Participant deferral / active EE | $7,800 | $7,641+2.1% | $6,927+12.6% | $5,609+39.1% |
| Admin fee / account holder | $1,787 | $13,328-86.6% | $10,705-83.3% | $10,829-83.5% |