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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 | $394,644 | $138,102+185.8% | $125,381+214.8% | $134,532+193.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -6.99% | 750.73%-757.7pp | 572.31%-579.3pp | 418.27%-425.3pp |
| Employer contribution / active EE | $1,409 | $5,245-73.1% | $4,815-70.7% | $4,741-70.3% |
| Participant deferral / active EE | $5,167 | $7,801-33.8% | $7,448-30.6% | $6,401-19.3% |
| Admin fee / account holder | $6,406 | $11,568-44.6% | $10,007-36.0% | $11,429-44.0% |