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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 | $269,463 | $84,685+218.2% | $73,836+264.9% | $125,389+114.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 0.47% | 3123.80%-3123.3pp | 2268.06%-2267.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $6,817 | $3,123+118.3% | $2,787+144.5% | $4,866+40.1% |
| Participant deferral / active EE | $5,684 | $3,993+42.4% | $3,583+58.6% | $5,352+6.2% |
| Admin fee / account holder | $63,207 | $5,694+1010.1% | $4,882+1194.7% | $9,541+562.5% |