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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 | $516,229 | $168,636+206.1% | $147,618+249.7% | $125,388+311.7% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -1.71% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $13,422 | $6,252+114.7% | $5,565+141.2% | $4,866+175.8% |
| Participant deferral / active EE | $7,333 | $5,507+33.2% | $4,895+49.8% | $5,352+37.0% |
| Admin fee / account holder | $13,166 | $13,580-3.0% | $11,612+13.4% | $9,541+38.0% |