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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 | $309,981 | $160,059+93.7% | $140,019+121.4% | $135,380+129.0% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.5%-50.0pp | 82.6%-45.1pp |
| Annual return | -3.24% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,671 | $7,641-52.0% | $6,927-47.0% | $5,609-34.6% |
| Admin fee / account holder | $86,298 | $13,328+547.5% | $10,705+706.1% | $10,828+697.0% |