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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 | $283,935 | $180,462+57.3% | $154,111+84.2% | $135,379+109.7% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -6.43% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,498 | $5,806-22.5% | $5,081-11.5% | $5,609-19.8% |
| Admin fee / account holder | $1,200 | $16,145-92.6% | $13,411-91.1% | $10,828-88.9% |