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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 | $287,658 | $92,766+210.1% | $82,763+247.6% | $134,545+113.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -7.99% | 946.97%-955.0pp | 702.45%-710.4pp | 418.37%-426.4pp |
| Employer contribution / active EE | $2,062 | $3,273-37.0% | $3,008-31.4% | $4,742-56.5% |
| Participant deferral / active EE | $4,919 | $4,802+2.4% | $4,395+11.9% | $6,401-23.2% |
| Admin fee / account holder | $13,839 | $5,978+131.5% | $5,325+159.9% | $11,431+21.1% |