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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 | $376,019 | $95,975+291.8% | $74,552+404.4% | $135,382+177.7% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -5.75% | 56.96%-62.7pp | 32.53%-38.3pp | 519.77%-525.5pp |
| Employer contribution / active EE | $707 | $2,716-74.0% | $1,961-64.0% | $4,779-85.2% |
| Participant deferral / active EE | $4,900 | $3,844+27.5% | $3,108+57.7% | $5,609-12.6% |
| Admin fee / account holder | $2,768 | $6,522-57.6% | $5,060-45.3% | $10,829-74.4% |