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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 | $264,368 | $99,668+165.2% | $86,451+205.8% | $134,545+96.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.43% | 6789.61%-6804.0pp | 4398.51%-4412.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,190 | $4,403-27.6% | $3,770-15.4% | $4,742-32.7% |
| Participant deferral / active EE | $7,871 | $7,249+8.6% | $6,953+13.2% | $6,401+23.0% |
| Admin fee / account holder | $147,921 | $8,377+1665.9% | $6,734+2096.5% | $11,431+1194.1% |