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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 | $390,958 | $138,072+183.2% | $123,549+216.4% | $135,382+188.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.69% | 153.69%-157.4pp | 119.20%-122.9pp | 519.77%-523.5pp |
| Employer contribution / active EE | $5,527 | $5,152+7.3% | $4,628+19.4% | $4,779+15.7% |
| Participant deferral / active EE | $14,333 | $6,799+110.8% | $6,426+123.1% | $5,609+155.5% |
| Admin fee / account holder | $3,478 | $10,917-68.1% | $9,284-62.5% | $10,829-67.9% |