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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 | $392,055 | $92,743+322.7% | $82,744+373.8% | $134,532+191.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.90% | 946.63%-966.5pp | 702.22%-722.1pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,218 | $3,273-62.8% | $3,008-59.5% | $4,741-74.3% |
| Participant deferral / active EE | $7,475 | $4,802+55.7% | $4,395+70.1% | $6,401+16.8% |
| Admin fee / account holder | $1,910 | $5,977-68.0% | $5,325-64.1% | $11,429-83.3% |