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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 | $310,325 | $92,684+234.8% | $82,706+275.2% | $134,509+130.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.11% | 945.84%-962.9pp | 701.76%-718.9pp | 418.13%-435.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,333 | $4,800+94.4% | $4,394+112.4% | $6,400+45.8% |
| Admin fee / account holder | $21,644 | $5,982+261.8% | $5,329+306.2% | $11,427+89.4% |