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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 | $254,885 | $138,114+84.5% | $125,391+103.3% | $134,545+89.4% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.1pp | 81.2%-22.9pp |
| Annual return | -18.02% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,958 | $7,801-49.3% | $7,448-46.9% | $6,401-38.2% |
| Admin fee / account holder | $7,012 | $11,570-39.4% | $10,009-29.9% | $11,431-38.7% |