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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 | $388,927 | $138,102+181.6% | $125,381+210.2% | $134,532+189.1% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -10.06% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,273 | $7,801+18.9% | $7,448+24.5% | $6,401+44.9% |
| Admin fee / account holder | $42,090 | $11,568+263.9% | $10,007+320.6% | $11,429+268.3% |