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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 | $325,874 | $138,102+136.0% | $125,381+159.9% | $134,532+142.2% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.2pp | 81.2%-42.1pp |
| Annual return | -16.97% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,890 | $5,245-64.0% | $4,815-60.8% | $4,741-60.1% |
| Participant deferral / active EE | $3,526 | $7,801-54.8% | $7,448-52.7% | $6,401-44.9% |
| Admin fee / account holder | $5,668 | $11,568-51.0% | $10,007-43.4% | $11,429-50.4% |