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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 | $857,020 | $138,068+520.7% | $125,358+583.7% | $134,493+537.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.06% | 750.30%-769.4pp | 572.03%-591.1pp | 418.01%-437.1pp |
| Employer contribution / active EE | $8,175 | $5,244+55.9% | $4,814+69.8% | $4,740+72.5% |
| Participant deferral / active EE | $11,719 | $7,799+50.3% | $7,447+57.4% | $6,400+83.1% |
| Admin fee / account holder | $4,049 | $11,568-65.0% | $10,007-59.5% | $11,425-64.6% |