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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 | $288,901 | $93,117+210.3% | $77,096+274.7% | $134,532+114.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -15.19% | 62.67%-77.9pp | 42.35%-57.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,037 | $3,420-69.7% | $2,814-63.1% | $4,741-78.1% |
| Participant deferral / active EE | $4,772 | $5,241-9.0% | $4,429+7.7% | $6,401-25.5% |
| Admin fee / account holder | $13,002 | $6,948+87.1% | $5,428+139.5% | $11,429+13.8% |