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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 | $324,907 | $138,075+135.3% | $123,552+163.0% | $135,379+140.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -4.50% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $1,984 | $5,152-61.5% | $4,628-57.1% | $4,779-58.5% |
| Participant deferral / active EE | $11,464 | $6,800+68.6% | $6,426+78.4% | $5,609+104.4% |
| Admin fee / account holder | $45,620 | $10,917+317.9% | $9,285+391.4% | $10,828+321.3% |