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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 | $438,239 | $180,459+142.8% | $154,108+184.4% | $135,380+223.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -3.88% | 888.21%-892.1pp | 735.21%-739.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,816 | $6,035-69.9% | $5,298-65.7% | $4,779-62.0% |
| Participant deferral / active EE | $3,645 | $5,806-37.2% | $5,081-28.3% | $5,609-35.0% |
| Admin fee / account holder | $95,818 | $16,145+493.5% | $13,411+614.5% | $10,828+784.9% |