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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 | $522,917 | $138,078+278.7% | $125,363+317.1% | $134,509+288.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -10.05% | 750.49%-760.5pp | 572.15%-582.2pp | 418.13%-428.2pp |
| Employer contribution / active EE | $1,198 | $5,245-77.2% | $4,815-75.1% | $4,741-74.7% |
| Participant deferral / active EE | $8,863 | $7,800+13.6% | $7,447+19.0% | $6,400+38.5% |
| Admin fee / account holder | $5,375 | $11,566-53.5% | $10,005-46.3% | $11,427-53.0% |