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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 | $364,772 | $92,766+293.2% | $82,763+340.7% | $134,545+171.1% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -1.05% | 946.97%-948.0pp | 702.45%-703.5pp | 418.37%-419.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,500 | $4,802+35.4% | $4,395+47.9% | $6,401+1.5% |
| Admin fee / account holder | $5,634 | $5,978-5.8% | $5,325+5.8% | $11,431-50.7% |