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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 | $282,164 | $138,102+104.3% | $125,381+125.0% | $134,532+109.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.22% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.5pp |
| Employer contribution / active EE | $6,722 | $5,245+28.2% | $4,815+39.6% | $4,741+41.8% |
| Participant deferral / active EE | $18,000 | $7,801+130.8% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $1,703 | $11,568-85.3% | $10,007-83.0% | $11,429-85.1% |