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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 | $451,011 | $138,102+226.6% | $125,381+259.7% | $134,532+235.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -17.42% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,286 | $5,245-56.4% | $4,815-52.5% | $4,741-51.8% |
| Participant deferral / active EE | $5,660 | $7,801-27.4% | $7,448-24.0% | $6,401-11.6% |
| Admin fee / account holder | $22,767 | $11,568+96.8% | $10,007+127.5% | $11,429+99.2% |