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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 | $590,076 | $138,102+327.3% | $125,381+370.6% | $134,532+338.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -8.35% | 750.73%-759.1pp | 572.31%-580.7pp | 418.27%-426.6pp |
| Employer contribution / active EE | $2,567 | $5,245-51.1% | $4,815-46.7% | $4,741-45.9% |
| Participant deferral / active EE | $5,134 | $7,801-34.2% | $7,448-31.1% | $6,401-19.8% |
| Admin fee / account holder | $1,604 | $11,568-86.1% | $10,007-84.0% | $11,429-86.0% |