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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 | $253,845 | $84,464+200.5% | $61,399+313.4% | $134,509+88.7% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -20.28% | 585.06%-605.3pp | 338.81%-359.1pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,504 | $1,545-2.6% | $1,159+29.7% | $4,741-68.3% |
| Participant deferral / active EE | $5,857 | $2,818+107.8% | $2,124+175.7% | $6,400-8.5% |
| Admin fee / account holder | $10,208 | $2,587+294.5% | $2,131+379.1% | $11,427-10.7% |