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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 | $273,403 | $84,551+223.4% | $61,452+344.9% | $134,532+103.2% |
| Participation rate | 8.3% | 62.2%-53.9pp | 52.6%-44.2pp | 81.2%-72.9pp |
| Annual return | -15.33% | 585.39%-600.7pp | 338.96%-354.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,033 | $1,545+31.6% | $1,160+75.4% | $4,741-57.1% |
| Participant deferral / active EE | $1,708 | $2,818-39.4% | $2,125-19.6% | $6,401-73.3% |
| Admin fee / account holder | $494 | $2,587-80.9% | $2,131-76.8% | $11,429-95.7% |