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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 | $341,185 | $92,684+268.1% | $82,706+312.5% | $134,509+153.7% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -16.38% | 945.84%-962.2pp | 701.76%-718.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $778 | $3,272-76.2% | $3,007-74.1% | $4,741-83.6% |
| Participant deferral / active EE | $5,214 | $4,800+8.6% | $4,394+18.7% | $6,400-18.5% |
| Admin fee / account holder | $8,066 | $5,982+34.8% | $5,329+51.4% | $11,427-29.4% |