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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 | $326,216 | $138,076+136.3% | $123,553+164.0% | $135,380+141.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.05% | 153.70%-153.8pp | 119.21%-119.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $6,618 | $5,152+28.5% | $4,628+43.0% | $4,779+38.5% |
| Participant deferral / active EE | $8,880 | $6,800+30.6% | $6,426+38.2% | $5,609+58.3% |
| Admin fee / account holder | $610 | $10,917-94.4% | $9,284-93.4% | $10,828-94.4% |