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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 | $544,330 | $92,684+487.3% | $82,706+558.1% | $134,509+304.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -8.45% | 945.84%-954.3pp | 701.76%-710.2pp | 418.13%-426.6pp |
| Employer contribution / active EE | $1,333 | $3,272-59.2% | $3,007-55.7% | $4,741-71.9% |
| Participant deferral / active EE | $6,833 | $4,800+42.4% | $4,394+55.5% | $6,400+6.8% |
| Admin fee / account holder | $21,853 | $5,982+265.3% | $5,329+310.1% | $11,427+91.2% |