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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 | $727,827 | $138,102+427.0% | $125,381+480.5% | $134,532+441.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.76% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $6,250 | $5,245+19.2% | $4,815+29.8% | $4,741+31.8% |
| Participant deferral / active EE | $6,563 | $7,801-15.9% | $7,448-11.9% | $6,401+2.5% |
| Admin fee / account holder | $5,249 | $11,568-54.6% | $10,007-47.5% | $11,429-54.1% |