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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 | $259,979 | $97,729+166.0% | $83,830+210.1% | $135,379+92.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -0.76% | 1287.52%-1288.3pp | 850.97%-851.7pp | 519.79%-520.6pp |
| Employer contribution / active EE | $2,371 | $4,222-43.8% | $3,631-34.7% | $4,779-50.4% |
| Participant deferral / active EE | $9,856 | $4,683+110.5% | $4,082+141.4% | $5,609+75.7% |
| Admin fee / account holder | $14,744 | $6,674+120.9% | $5,479+169.1% | $10,828+36.2% |