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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 | $329,785 | $138,102+138.8% | $125,381+163.0% | $134,532+145.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.28% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,147 | $5,245-78.1% | $4,815-76.2% | $4,741-75.8% |
| Participant deferral / active EE | $8,796 | $7,801+12.8% | $7,448+18.1% | $6,401+37.4% |
| Admin fee / account holder | $22,955 | $11,568+98.4% | $10,007+129.4% | $11,429+100.9% |