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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 | $365,035 | $138,078+164.4% | $125,363+191.2% | $134,509+171.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -18.55% | 750.49%-769.0pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $1,408 | $5,245-73.1% | $4,815-70.7% | $4,741-70.3% |
| Participant deferral / active EE | $9,000 | $7,800+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $11,803 | $11,566+2.1% | $10,005+18.0% | $11,427+3.3% |