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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 | $528,798 | $135,639+289.9% | $110,241+379.7% | $135,382+290.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -2.98% | 513.21%-516.2pp | 314.75%-317.7pp | 519.77%-522.8pp |
| Employer contribution / active EE | $1,588 | $4,907-67.6% | $3,827-58.5% | $4,779-66.8% |
| Participant deferral / active EE | $1,829 | $5,507-66.8% | $4,672-60.9% | $5,609-67.4% |
| Admin fee / account holder | $27,211 | $11,457+137.5% | $8,548+218.4% | $10,829+151.3% |