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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 | $376,494 | $92,684+306.2% | $82,706+355.2% | $134,509+179.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -12.31% | 945.84%-958.1pp | 701.76%-714.1pp | 418.13%-430.4pp |
| Employer contribution / active EE | $445 | $3,272-86.4% | $3,007-85.2% | $4,741-90.6% |
| Participant deferral / active EE | $5,424 | $4,800+13.0% | $4,394+23.5% | $6,400-15.3% |
| Admin fee / account holder | $9,893 | $5,982+65.4% | $5,329+85.7% | $11,427-13.4% |