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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 | $343,035 | $99,668+244.2% | $86,451+296.8% | $134,545+155.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.48% | 6789.61%-6808.1pp | 4398.51%-4417.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,830 | $4,403-35.7% | $3,770-24.9% | $4,742-40.3% |
| Participant deferral / active EE | $11,100 | $7,249+53.1% | $6,953+59.6% | $6,401+73.4% |
| Admin fee / account holder | $2,237 | $8,377-73.3% | $6,734-66.8% | $11,431-80.4% |