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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 | $349,005 | $138,114+152.7% | $125,391+178.3% | $134,545+159.4% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -7.16% | 750.88%-758.0pp | 572.41%-579.6pp | 418.37%-425.5pp |
| Employer contribution / active EE | $2,604 | $5,246-50.4% | $4,816-45.9% | $4,742-45.1% |
| Participant deferral / active EE | $5,208 | $7,801-33.2% | $7,448-30.1% | $6,401-18.6% |
| Admin fee / account holder | $912 | $11,570-92.1% | $10,009-90.9% | $11,431-92.0% |