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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 | $614,726 | $138,076+345.2% | $123,553+397.5% | $135,380+354.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.87% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,434 | $5,152-52.7% | $4,628-47.4% | $4,779-49.1% |
| Participant deferral / active EE | $5,728 | $6,800-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $3,726 | $10,917-65.9% | $9,284-59.9% | $10,828-65.6% |