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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 | $331,886 | $67,396+392.4% | $60,919+444.8% | $134,545+146.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -11.18% | 50.12%-61.3pp | 16.96%-28.1pp | 418.37%-429.6pp |
| Employer contribution / active EE | $2,270 | $3,101-26.8% | $2,704-16.0% | $4,742-52.1% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,640 | $4,590+327.9% | $3,228+508.5% | $11,431+71.8% |