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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 | $271,198 | $92,743+192.4% | $82,744+227.8% | $134,532+101.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -11.12% | 946.63%-957.8pp | 702.22%-713.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,117 | $4,802-76.7% | $4,395-74.6% | $6,401-82.6% |
| Admin fee / account holder | $6,914 | $5,977+15.7% | $5,325+29.8% | $11,429-39.5% |