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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 | $409,629 | $106,549+284.5% | $91,225+349.0% | $134,509+204.5% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -17.79% | 160.73%-178.5pp | 114.10%-131.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $770 | $3,331-76.9% | $2,851-73.0% | $4,741-83.8% |
| Participant deferral / active EE | $3,593 | $4,719-23.9% | $4,234-15.2% | $6,400-43.9% |
| Admin fee / account holder | $83,618 | $6,234+1241.4% | $5,422+1442.2% | $11,427+631.8% |