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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 | $294,229 | $142,392+106.6% | $119,622+146.0% | $134,532+118.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -16.43% | -12.46%-4.0pp | -14.98%-1.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $13,015 | $5,224+149.2% | $4,232+207.5% | $4,741+174.5% |
| Participant deferral / active EE | $4,622 | $6,467-28.5% | $5,601-17.5% | $6,401-27.8% |
| Admin fee / account holder | $5,308 | $13,593-60.9% | $10,328-48.6% | $11,429-53.6% |