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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 | $363,623 | $99,668+264.8% | $86,451+320.6% | $134,545+170.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.27% | 6789.61%-6805.9pp | 4398.51%-4414.8pp | 418.37%-434.6pp |
| Employer contribution / active EE | $4,815 | $4,403+9.4% | $3,770+27.7% | $4,742+1.5% |
| Participant deferral / active EE | $2,401 | $7,249-66.9% | $6,953-65.5% | $6,401-62.5% |
| Admin fee / account holder | $4,925 | $8,377-41.2% | $6,734-26.9% | $11,431-56.9% |