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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 | $429,743 | $168,635+154.8% | $147,617+191.1% | $125,389+242.7% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -2.49% | 77.65%-80.1pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $4,887 | $6,252-21.8% | $5,564-12.2% | $4,866+0.4% |
| Participant deferral / active EE | $5,902 | $5,507+7.2% | $4,895+20.6% | $5,352+10.3% |
| Admin fee / account holder | $53,522 | $13,580+294.1% | $11,612+360.9% | $9,541+461.0% |