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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 | $324,136 | $138,075+134.8% | $123,552+162.3% | $135,379+139.4% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -4.84% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $2,760 | $5,152-46.4% | $4,628-40.4% | $4,779-42.2% |
| Participant deferral / active EE | $5,933 | $6,800-12.7% | $6,426-7.7% | $5,609+5.8% |
| Admin fee / account holder | $1,032 | $10,917-90.5% | $9,285-88.9% | $10,828-90.5% |