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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 | $314,762 | $97,732+222.1% | $83,831+275.5% | $135,380+132.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -4.05% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.9pp |
| Employer contribution / active EE | $4,351 | $4,222+3.1% | $3,631+19.8% | $4,779-8.9% |
| Participant deferral / active EE | $5,500 | $4,683+17.5% | $4,082+34.7% | $5,609-1.9% |
| Admin fee / account holder | $1,352 | $6,675-79.7% | $5,479-75.3% | $10,828-87.5% |