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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 | $301,096 | $138,102+118.0% | $125,381+140.1% | $134,532+123.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -10.71% | 750.73%-761.4pp | 572.31%-583.0pp | 418.27%-429.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,108 | $7,801-21.7% | $7,448-18.0% | $6,401-4.6% |
| Admin fee / account holder | $801 | $11,568-93.1% | $10,007-92.0% | $11,429-93.0% |