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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 | $338,429 | $152,597+121.8% | $117,533+187.9% | $134,532+151.6% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -17.35% | 53.04%-70.4pp | 29.77%-47.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,319 | $5,576-58.4% | $4,179-44.5% | $4,741-51.1% |
| Participant deferral / active EE | $8,972 | $4,821+86.1% | $4,072+120.3% | $6,401+40.2% |
| Admin fee / account holder | $584 | $7,007-91.7% | $5,647-89.7% | $11,429-94.9% |