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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 | $288,125 | $133,998+115.0% | $112,263+156.7% | $134,545+114.1% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -14.48% | 47.17%-61.6pp | 27.49%-42.0pp | 418.37%-432.8pp |
| Employer contribution / active EE | $1,752 | $4,040-56.6% | $3,636-51.8% | $4,742-63.1% |
| Participant deferral / active EE | $3,036 | $5,292-42.6% | $4,729-35.8% | $6,401-52.6% |
| Admin fee / account holder | $80,449 | $7,493+973.7% | $6,410+1155.0% | $11,431+603.8% |