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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 | $266,318 | $160,059+66.4% | $140,019+90.2% | $135,380+96.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -9.03% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,975 | $6,420-53.7% | $5,605-46.9% | $4,779-37.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $41,008 | $13,328+207.7% | $10,705+283.1% | $10,828+278.7% |