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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 | $262,093 | $138,102+89.8% | $125,381+109.0% | $134,532+94.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.81% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,908 | $7,801+52.7% | $7,448+59.9% | $6,401+86.0% |
| Admin fee / account holder | $2,822 | $11,568-75.6% | $10,007-71.8% | $11,429-75.3% |