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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 | $280,969 | $138,076+103.5% | $123,553+127.4% | $135,380+107.5% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -5.69% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,758 | $5,152-65.9% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $4,379 | $6,800-35.6% | $6,426-31.9% | $5,609-21.9% |
| Admin fee / account holder | $15,354 | $10,917+40.6% | $9,284+65.4% | $10,828+41.8% |