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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 | $259,419 | $138,102+87.8% | $125,381+106.9% | $134,532+92.8% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -18.30% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,726 | $5,245-67.1% | $4,815-64.2% | $4,741-63.6% |
| Participant deferral / active EE | $4,483 | $7,801-42.5% | $7,448-39.8% | $6,401-30.0% |
| Admin fee / account holder | $8,135 | $11,568-29.7% | $10,007-18.7% | $11,429-28.8% |