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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 | $725,540 | $138,114+425.3% | $125,391+478.6% | $134,545+439.3% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -17.09% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $4,160 | $5,246-20.7% | $4,816-13.6% | $4,742-12.3% |
| Participant deferral / active EE | $5,750 | $7,801-26.3% | $7,448-22.8% | $6,401-10.2% |
| Admin fee / account holder | $2,422 | $11,570-79.1% | $10,009-75.8% | $11,431-78.8% |