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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 | $302,295 | $138,114+118.9% | $125,391+141.1% | $134,545+124.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.56% | 750.88%-770.4pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,822 | $5,246-46.2% | $4,816-41.4% | $4,742-40.5% |
| Participant deferral / active EE | $5,519 | $7,801-29.2% | $7,448-25.9% | $6,401-13.8% |
| Admin fee / account holder | $819 | $11,570-92.9% | $10,009-91.8% | $11,431-92.8% |