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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 | $265,261 | $138,102+92.1% | $125,381+111.6% | $134,532+97.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.57% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,996 | $5,245-61.9% | $4,815-58.5% | $4,741-57.9% |
| Participant deferral / active EE | $12,415 | $7,801+59.1% | $7,448+66.7% | $6,401+93.9% |
| Admin fee / account holder | $624 | $11,568-94.6% | $10,007-93.8% | $11,429-94.5% |