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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 | $387,563 | $138,102+180.6% | $125,381+209.1% | $134,532+188.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.05% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,995 | $5,245-42.9% | $4,815-37.8% | $4,741-36.8% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.2% | $6,401+6.8% |
| Admin fee / account holder | $1,783 | $11,568-84.6% | $10,007-82.2% | $11,429-84.4% |