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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 | $1,195,002 | $197,819+504.1% | $155,789+667.1% | $125,393+853.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -1.42% | 86.73%-88.2pp | 71.54%-73.0pp | 282.23%-283.7pp |
| Employer contribution / active EE | $24,500 | $4,850+405.1% | $3,839+538.2% | $4,866+403.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,006 | $9,544-89.5% | $7,477-86.5% | $9,541-89.5% |