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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 | $479,811 | $152,597+214.4% | $117,533+308.2% | $134,532+256.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -13.75% | 53.04%-66.8pp | 29.77%-43.5pp | 418.27%-432.0pp |
| Employer contribution / active EE | $6,508 | $5,576+16.7% | $4,179+55.7% | $4,741+37.3% |
| Participant deferral / active EE | $14,831 | $4,821+207.6% | $4,072+264.2% | $6,401+131.7% |
| Admin fee / account holder | $3,477 | $7,007-50.4% | $5,647-38.4% | $11,429-69.6% |