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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 | $271,860 | $160,059+69.9% | $140,019+94.2% | $135,379+100.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -5.48% | 911.44%-916.9pp | 651.15%-656.6pp | 519.79%-525.3pp |
| Employer contribution / active EE | $3,750 | $6,420-41.6% | $5,605-33.1% | $4,779-21.5% |
| Participant deferral / active EE | $7,500 | $7,641-1.8% | $6,927+8.3% | $5,609+33.7% |
| Admin fee / account holder | $151,235 | $13,328+1034.7% | $10,705+1312.7% | $10,828+1296.7% |