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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 | $394,406 | $138,078+185.6% | $125,363+214.6% | $134,509+193.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.87% | 750.49%-766.4pp | 572.15%-588.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $5,800 | $5,245+10.6% | $4,815+20.5% | $4,741+22.3% |
| Participant deferral / active EE | $7,000 | $7,800-10.3% | $7,447-6.0% | $6,400+9.4% |
| Admin fee / account holder | $2,069 | $11,566-82.1% | $10,005-79.3% | $11,427-81.9% |