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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 | $398,872 | $92,766+330.0% | $82,763+381.9% | $134,545+196.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.27% | 946.97%-961.2pp | 702.45%-716.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $14,720 | $3,273+349.7% | $3,008+389.3% | $4,742+210.4% |
| Participant deferral / active EE | $17,333 | $4,802+260.9% | $4,395+294.4% | $6,401+170.8% |
| Admin fee / account holder | $10,065 | $5,978+68.4% | $5,325+89.0% | $11,431-11.9% |