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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 | $273,149 | $190,862+43.1% | $159,991+70.7% | $134,509+103.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -12.63% | 552.59%-565.2pp | 408.82%-421.4pp | 418.13%-430.8pp |
| Employer contribution / active EE | $1,084 | $4,995-78.3% | $4,225-74.3% | $4,741-77.1% |
| Participant deferral / active EE | $4,588 | $6,924-33.7% | $6,183-25.8% | $6,400-28.3% |
| Admin fee / account holder | $2,359 | $10,495-77.5% | $8,715-72.9% | $11,427-79.4% |