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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 | $375,256 | $138,102+171.7% | $125,381+199.3% | $134,532+178.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -13.46% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,783 | $5,245-66.0% | $4,815-63.0% | $4,741-62.4% |
| Participant deferral / active EE | $6,222 | $7,801-20.2% | $7,448-16.5% | $6,401-2.8% |
| Admin fee / account holder | $3,199 | $11,568-72.3% | $10,007-68.0% | $11,429-72.0% |