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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 | $259,600 | $92,743+179.9% | $82,744+213.7% | $134,532+93.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.51% | 946.63%-967.1pp | 702.22%-722.7pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,020 | $3,273-68.8% | $3,008-66.1% | $4,741-78.5% |
| Participant deferral / active EE | $9,000 | $4,802+87.4% | $4,395+104.8% | $6,401+40.6% |
| Admin fee / account holder | $2,066 | $5,977-65.4% | $5,325-61.2% | $11,429-81.9% |