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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 | $387,115 | $180,459+114.5% | $154,108+151.2% | $135,380+185.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.17% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $9,000 | $6,035+49.1% | $5,298+69.9% | $4,779+88.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,000 | $16,145+36.3% | $13,411+64.0% | $10,828+103.2% |