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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 | $378,079 | $92,743+307.7% | $82,744+356.9% | $134,532+181.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.17% | 946.63%-965.8pp | 702.22%-721.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $496 | $3,273-84.8% | $3,008-83.5% | $4,741-89.5% |
| Participant deferral / active EE | $6,750 | $4,802+40.6% | $4,395+53.6% | $6,401+5.5% |
| Admin fee / account holder | $2,500 | $5,977-58.2% | $5,325-53.1% | $11,429-78.1% |