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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 | $720,562 | $138,076+421.9% | $123,553+483.2% | $135,380+432.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.33% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,806 | $5,152-64.9% | $4,628-61.0% | $4,779-62.2% |
| Participant deferral / active EE | $7,461 | $6,800+9.7% | $6,426+16.1% | $5,609+33.0% |
| Admin fee / account holder | $5,099 | $10,917-53.3% | $9,284-45.1% | $10,828-52.9% |