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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 | $309,195 | $138,076+123.9% | $123,553+150.3% | $135,380+128.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.18% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,469 | $5,152-71.5% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $8,000 | $6,800+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $839 | $10,917-92.3% | $9,284-91.0% | $10,828-92.3% |