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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 | $292,342 | $138,072+111.7% | $123,549+136.6% | $135,382+115.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.10% | 153.69%-155.8pp | 119.20%-121.3pp | 519.77%-521.9pp |
| Employer contribution / active EE | $2,522 | $5,152-51.1% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $4,000 | $6,799-41.2% | $6,426-37.8% | $5,609-28.7% |
| Admin fee / account holder | $3,296 | $10,917-69.8% | $9,284-64.5% | $10,829-69.6% |