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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 | $272,298 | $180,462+50.9% | $154,111+76.7% | $135,379+101.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.96% | 888.17%-894.1pp | 735.18%-741.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,684 | $6,036-72.1% | $5,298-68.2% | $4,779-64.8% |
| Participant deferral / active EE | $9,275 | $5,806+59.7% | $5,081+82.5% | $5,609+65.4% |
| Admin fee / account holder | $2,990 | $16,145-81.5% | $13,411-77.7% | $10,828-72.4% |