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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 | $501,026 | $138,102+262.8% | $125,381+299.6% | $134,532+272.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.13% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $2,838 | $5,245-45.9% | $4,815-41.1% | $4,741-40.2% |
| Participant deferral / active EE | $10,814 | $7,801+38.6% | $7,448+45.2% | $6,401+68.9% |
| Admin fee / account holder | $105,982 | $11,568+816.2% | $10,007+959.1% | $11,429+827.3% |