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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 | $256,745 | $138,075+85.9% | $123,552+107.8% | $135,379+89.6% |
| Participation rate | 28.6% | 84.7%-56.2pp | 82.3%-53.7pp | 82.6%-54.1pp |
| Annual return | -6.06% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,935 | $5,152-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $6,571 | $6,800-3.4% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $897 | $10,917-91.8% | $9,285-90.3% | $10,828-91.7% |