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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 | $426,845 | $138,072+209.1% | $123,549+245.5% | $135,382+215.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.62% | 153.69%-156.3pp | 119.20%-121.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $11,893 | $5,152+130.9% | $4,628+157.0% | $4,779+148.9% |
| Participant deferral / active EE | $3,600 | $6,799-47.1% | $6,426-44.0% | $5,609-35.8% |
| Admin fee / account holder | $2,487 | $10,917-77.2% | $9,284-73.2% | $10,829-77.0% |