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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 | $92,743+267.9% | $82,744+312.3% | $134,532+153.6% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -16.38% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $778 | $3,273-76.2% | $3,008-74.1% | $4,741-83.6% |
| Participant deferral / active EE | $5,214 | $4,802+8.6% | $4,395+18.6% | $6,401-18.5% |
| Admin fee / account holder | $8,066 | $5,977+34.9% | $5,325+51.5% | $11,429-29.4% |