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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 | $270,618 | $190,862+41.8% | $159,991+69.1% | $134,509+101.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -11.75% | 552.59%-564.3pp | 408.82%-420.6pp | 418.13%-429.9pp |
| Employer contribution / active EE | $2,782 | $4,995-44.3% | $4,225-34.1% | $4,741-41.3% |
| Participant deferral / active EE | $10,300 | $6,924+48.8% | $6,183+66.6% | $6,400+60.9% |
| Admin fee / account holder | $1,400 | $10,495-86.7% | $8,715-83.9% | $11,427-87.7% |