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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 | $252,821 | $100,805+150.8% | $86,698+191.6% | $134,532+87.9% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -18.76% | 29.09%-47.9pp | 35.95%-54.7pp | 418.27%-437.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,431 | $5,339-17.0% | $4,656-4.8% | $6,401-30.8% |
| Admin fee / account holder | $11,457 | $10,925+4.9% | $7,493+52.9% | $11,429+0.2% |