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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 | $252,847 | $138,075+83.1% | $123,552+104.6% | $135,379+86.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -0.81% | 153.70%-154.5pp | 119.20%-120.0pp | 519.79%-520.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,048 | $6,800-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $8,932 | $10,917-18.2% | $9,285-3.8% | $10,828-17.5% |