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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 | $435,312 | $92,743+369.4% | $82,744+426.1% | $134,532+223.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -15.09% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,640 | $3,273-49.9% | $3,008-45.5% | $4,741-65.4% |
| Participant deferral / active EE | $2,050 | $4,802-57.3% | $4,395-53.4% | $6,401-68.0% |
| Admin fee / account holder | $5,242 | $5,977-12.3% | $5,325-1.6% | $11,429-54.1% |