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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 | $564,878 | $138,102+309.0% | $125,381+350.5% | $134,532+319.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.44% | 750.73%-770.2pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,123 | $5,245-59.5% | $4,815-55.9% | $4,741-55.2% |
| Participant deferral / active EE | $11,298 | $7,801+44.8% | $7,448+51.7% | $6,401+76.5% |
| Admin fee / account holder | $4,815 | $11,568-58.4% | $10,007-51.9% | $11,429-57.9% |