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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 | $270,930 | $106,551+154.3% | $91,225+197.0% | $134,532+101.4% |
| Participation rate | 29.2% | 76.8%-47.6pp | 73.2%-44.0pp | 81.2%-52.1pp |
| Annual return | -19.72% | 160.78%-180.5pp | 114.12%-133.8pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,654 | $3,331-20.3% | $2,851-6.9% | $4,741-44.0% |
| Participant deferral / active EE | $3,577 | $4,718-24.2% | $4,233-15.5% | $6,401-44.1% |
| Admin fee / account holder | $716 | $6,234-88.5% | $5,422-86.8% | $11,429-93.7% |