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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 | $297,194 | $138,075+115.2% | $123,552+140.5% | $135,379+119.5% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $6,296 | $5,152+22.2% | $4,628+36.0% | $4,779+31.7% |
| Participant deferral / active EE | $11,410 | $6,800+67.8% | $6,426+77.6% | $5,609+103.4% |
| Admin fee / account holder | $65,446 | $10,917+499.5% | $9,285+604.9% | $10,828+504.4% |