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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 | $384,677 | $152,597+152.1% | $117,533+227.3% | $134,532+185.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -12.49% | 53.04%-65.5pp | 29.77%-42.3pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,336 | $5,576-76.0% | $4,179-68.0% | $4,741-71.8% |
| Participant deferral / active EE | $1,336 | $4,821-72.3% | $4,072-67.2% | $6,401-79.1% |
| Admin fee / account holder | $11,393 | $7,007+62.6% | $5,647+101.7% | $11,429-0.3% |