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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 | $261,463 | $197,819+32.2% | $155,789+67.8% | $125,389+108.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -2.29% | 86.73%-89.0pp | 71.54%-73.8pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,253 | $4,850-53.5% | $3,839-41.3% | $4,866-53.7% |
| Participant deferral / active EE | $6,000 | $5,631+6.5% | $4,798+25.1% | $5,352+12.1% |
| Admin fee / account holder | $1,403 | $9,544-85.3% | $7,477-81.2% | $9,541-85.3% |