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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 | $250,856 | $135,645+84.9% | $110,243+127.5% | $135,380+85.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -6.19% | 513.24%-519.4pp | 314.76%-321.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,582 | $4,907-47.4% | $3,827-32.5% | $4,779-46.0% |
| Participant deferral / active EE | $8,320 | $5,507+51.1% | $4,672+78.1% | $5,609+48.3% |
| Admin fee / account holder | $6,726 | $11,458-41.3% | $8,548-21.3% | $10,828-37.9% |