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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 | $661,854 | $135,645+387.9% | $110,243+500.4% | $135,379+388.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -6.55% | 513.24%-519.8pp | 314.76%-321.3pp | 519.79%-526.3pp |
| Employer contribution / active EE | $5,046 | $4,907+2.8% | $3,827+31.9% | $4,779+5.6% |
| Participant deferral / active EE | $14,700 | $5,507+166.9% | $4,672+214.6% | $5,609+162.1% |
| Admin fee / account holder | $4,908 | $11,458-57.2% | $8,548-42.6% | $10,828-54.7% |