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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 | $445,019 | $93,117+377.9% | $77,096+477.2% | $134,532+230.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -17.22% | 62.67%-79.9pp | 42.35%-59.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,190 | $3,420-65.2% | $2,814-57.7% | $4,741-74.9% |
| Participant deferral / active EE | $2,975 | $5,241-43.2% | $4,429-32.8% | $6,401-53.5% |
| Admin fee / account holder | $4,827 | $6,948-30.5% | $5,428-11.1% | $11,429-57.8% |