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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 | $138,114+520.5% | $125,391+583.5% | $134,545+537.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.06% | 750.88%-769.9pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $8,175 | $5,246+55.8% | $4,816+69.8% | $4,742+72.4% |
| Participant deferral / active EE | $11,719 | $7,801+50.2% | $7,448+57.3% | $6,401+83.1% |
| Admin fee / account holder | $4,049 | $11,570-65.0% | $10,009-59.5% | $11,431-64.6% |