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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 | $261,963 | $160,059+63.7% | $140,019+87.1% | $135,380+93.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -5.34% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,224 | $6,420-65.4% | $5,605-60.3% | $4,779-53.5% |
| Participant deferral / active EE | $4,347 | $7,641-43.1% | $6,927-37.2% | $5,609-22.5% |
| Admin fee / account holder | $7,122 | $13,328-46.6% | $10,705-33.5% | $10,828-34.2% |