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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 | $485,885 | $180,459+169.2% | $154,108+215.3% | $135,380+258.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -3.16% | 888.21%-891.4pp | 735.21%-738.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,711 | $6,035-55.1% | $5,298-48.8% | $4,779-43.3% |
| Participant deferral / active EE | $7,970 | $5,806+37.3% | $5,081+56.9% | $5,609+42.1% |
| Admin fee / account holder | $3,985 | $16,145-75.3% | $13,411-70.3% | $10,828-63.2% |