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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 | $604,519 | $180,459+235.0% | $154,108+292.3% | $135,380+346.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -3.71% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $8,341 | $6,035+38.2% | $5,298+57.4% | $4,779+74.5% |
| Participant deferral / active EE | $16,333 | $5,806+181.3% | $5,081+221.5% | $5,609+191.2% |
| Admin fee / account holder | $5,378 | $16,145-66.7% | $13,411-59.9% | $10,828-50.3% |