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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 | $293,831 | $160,059+83.6% | $140,019+109.9% | $135,379+117.0% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.61% | 911.44%-918.1pp | 651.15%-657.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,460 | $7,641+89.2% | $6,927+108.8% | $5,609+157.8% |
| Admin fee / account holder | $5,901 | $13,328-55.7% | $10,705-44.9% | $10,828-45.5% |