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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 | $261,245 | $138,102+89.2% | $125,381+108.4% | $134,532+94.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.83% | 750.73%-765.6pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $10,906 | $5,245+107.9% | $4,815+126.5% | $4,741+130.0% |
| Participant deferral / active EE | $14,192 | $7,801+81.9% | $7,448+90.6% | $6,401+121.7% |
| Admin fee / account holder | $663 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |