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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 | $285,979 | $190,879+49.8% | $160,009+78.7% | $134,532+112.6% |
| Participation rate | 47.6% | 82.0%-34.3pp | 78.0%-30.4pp | 81.2%-33.6pp |
| Annual return | -3.69% | 552.63%-556.3pp | 408.85%-412.5pp | 418.27%-422.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,534 | $6,924+37.7% | $6,183+54.2% | $6,401+48.9% |
| Admin fee / account holder | $800 | $10,495-92.4% | $8,715-90.8% | $11,429-93.0% |