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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 | $272,226 | $92,766+193.5% | $82,763+228.9% | $134,545+102.3% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-54.0pp |
| Annual return | -20.38% | 946.97%-967.4pp | 702.45%-722.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,861 | $4,802-19.6% | $4,395-12.1% | $6,401-39.7% |
| Admin fee / account holder | $49,906 | $5,978+734.9% | $5,325+837.2% | $11,431+336.6% |