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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 | $398,849 | $138,076+188.9% | $123,553+222.8% | $135,380+194.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -6.57% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,283 | $5,152-75.1% | $4,628-72.3% | $4,779-73.2% |
| Participant deferral / active EE | $5,070 | $6,800-25.4% | $6,426-21.1% | $5,609-9.6% |
| Admin fee / account holder | $1,673 | $10,917-84.7% | $9,284-82.0% | $10,828-84.5% |