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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 | $435,743 | $99,668+337.2% | $86,451+404.0% | $134,545+223.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.57% | 6789.61%-6809.2pp | 4398.51%-4418.1pp | 418.37%-437.9pp |
| Employer contribution / active EE | $760 | $4,403-82.7% | $3,770-79.8% | $4,742-84.0% |
| Participant deferral / active EE | $3,620 | $7,249-50.1% | $6,953-47.9% | $6,401-43.4% |
| Admin fee / account holder | $3,628 | $8,377-56.7% | $6,734-46.1% | $11,431-68.3% |