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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 | $308,321 | $138,075+123.3% | $123,552+149.5% | $135,379+127.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.54% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $897 | $5,152-82.6% | $4,628-80.6% | $4,779-81.2% |
| Participant deferral / active EE | $5,927 | $6,800-12.8% | $6,426-7.8% | $5,609+5.7% |
| Admin fee / account holder | $2,036 | $10,917-81.3% | $9,285-78.1% | $10,828-81.2% |