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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 | $289,752 | $138,102+109.8% | $125,381+131.1% | $134,532+115.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -10.41% | 750.73%-761.1pp | 572.31%-582.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $1,139 | $5,245-78.3% | $4,815-76.4% | $4,741-76.0% |
| Participant deferral / active EE | $18,000 | $7,801+130.8% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $5,902 | $11,568-49.0% | $10,007-41.0% | $11,429-48.4% |