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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 | $266,023 | $160,059+66.2% | $140,019+90.0% | $135,379+96.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -5.83% | 911.44%-917.3pp | 651.15%-657.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $2,163 | $6,420-66.3% | $5,605-61.4% | $4,779-54.7% |
| Participant deferral / active EE | $5,913 | $7,641-22.6% | $6,927-14.6% | $5,609+5.4% |
| Admin fee / account holder | $828 | $13,328-93.8% | $10,705-92.3% | $10,828-92.4% |