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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 | $1,162,826 | $180,462+544.4% | $154,111+654.5% | $135,379+758.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.32% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $3,465 | $6,036-42.6% | $5,298-34.6% | $4,779-27.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $45,177 | $16,145+179.8% | $13,411+236.9% | $10,828+317.2% |