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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 | $368,846 | $138,078+167.1% | $125,363+194.2% | $134,509+174.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.31% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.4pp |
| Employer contribution / active EE | $2,827 | $5,245-46.1% | $4,815-41.3% | $4,741-40.4% |
| Participant deferral / active EE | $18,000 | $7,800+130.8% | $7,447+141.7% | $6,400+181.2% |
| Admin fee / account holder | $2,454 | $11,566-78.8% | $10,005-75.5% | $11,427-78.5% |