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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 | $635,959 | $190,862+233.2% | $159,991+297.5% | $134,509+372.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.92% | 552.59%-570.5pp | 408.82%-426.7pp | 418.13%-436.1pp |
| Employer contribution / active EE | $800 | $4,995-84.0% | $4,225-81.1% | $4,741-83.1% |
| Participant deferral / active EE | $18,000 | $6,924+160.0% | $6,183+191.1% | $6,400+181.2% |
| Admin fee / account holder | $6,560 | $10,495-37.5% | $8,715-24.7% | $11,427-42.6% |