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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 | $386,157 | $97,732+295.1% | $83,831+360.6% | $135,380+185.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -6.11% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $10,780 | $4,222+155.3% | $3,631+196.9% | $4,779+125.6% |
| Participant deferral / active EE | $6,850 | $4,683+46.3% | $4,082+67.8% | $5,609+22.1% |
| Admin fee / account holder | $2,918 | $6,675-56.3% | $5,479-46.7% | $10,828-73.1% |