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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 | $364,748 | $138,102+164.1% | $125,381+190.9% | $134,532+171.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -13.78% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,400 | $7,801-56.4% | $7,448-54.4% | $6,401-46.9% |
| Admin fee / account holder | $134,360 | $11,568+1061.5% | $10,007+1242.6% | $11,429+1075.7% |