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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 | $344,870 | $180,462+91.1% | $154,111+123.8% | $135,379+154.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -2.38% | 888.17%-890.5pp | 735.18%-737.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $10,000 | $6,036+65.7% | $5,298+88.8% | $4,779+109.3% |
| Participant deferral / active EE | $13,867 | $5,806+138.8% | $5,081+172.9% | $5,609+147.2% |
| Admin fee / account holder | $11,357 | $16,145-29.7% | $13,411-15.3% | $10,828+4.9% |