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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 | $287,739 | $138,072+108.4% | $123,549+132.9% | $135,382+112.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.07% | 153.69%-158.8pp | 119.20%-124.3pp | 519.77%-524.8pp |
| Employer contribution / active EE | $1,004 | $5,152-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $6,916 | $6,799+1.7% | $6,426+7.6% | $5,609+23.3% |
| Admin fee / account holder | $1,561 | $10,917-85.7% | $9,284-83.2% | $10,829-85.6% |