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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 | $308,591 | $138,102+123.5% | $125,381+146.1% | $134,532+129.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.88% | 750.73%-768.6pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,080 | $5,245-60.3% | $4,815-56.8% | $4,741-56.1% |
| Participant deferral / active EE | $14,500 | $7,801+85.9% | $7,448+94.7% | $6,401+126.5% |
| Admin fee / account holder | $46,365 | $11,568+300.8% | $10,007+363.3% | $11,429+305.7% |