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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 | $359,964 | $92,684+288.4% | $82,706+335.2% | $134,509+167.6% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -13.42% | 945.84%-959.3pp | 701.76%-715.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $836 | $3,272-74.5% | $3,007-72.2% | $4,741-82.4% |
| Participant deferral / active EE | $5,429 | $4,800+13.1% | $4,394+23.6% | $6,400-15.2% |
| Admin fee / account holder | $3,470 | $5,982-42.0% | $5,329-34.9% | $11,427-69.6% |