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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 | $342,282 | $138,068+147.9% | $125,358+173.0% | $134,493+154.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.33% | 750.30%-767.6pp | 572.03%-589.4pp | 418.01%-435.3pp |
| Employer contribution / active EE | $4,708 | $5,244-10.2% | $4,814-2.2% | $4,740-0.7% |
| Participant deferral / active EE | $9,004 | $7,799+15.5% | $7,447+20.9% | $6,400+40.7% |
| Admin fee / account holder | $71,700 | $11,568+519.8% | $10,007+616.5% | $11,425+527.6% |