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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 | $285,186 | $103,008+176.9% | $90,304+215.8% | $152,897+86.5% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,267 | $3,139-27.8% | $2,855-20.6% | $4,764-52.4% |
| Participant deferral / active EE | $12,667 | $4,281+195.9% | $3,885+226.0% | $5,851+116.5% |
| Admin fee / account holder | $1,454 | $6,175-76.5% | $5,354-72.8% | $11,599-87.5% |