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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 | $382,834 | $190,879+100.6% | $160,009+139.3% | $134,532+184.6% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -13.29% | 552.63%-565.9pp | 408.85%-422.1pp | 418.27%-431.6pp |
| Employer contribution / active EE | $3,141 | $4,995-37.1% | $4,225-25.7% | $4,741-33.8% |
| Participant deferral / active EE | $3,663 | $6,924-47.1% | $6,183-40.8% | $6,401-42.8% |
| Admin fee / account holder | $12,679 | $10,495+20.8% | $8,715+45.5% | $11,429+10.9% |