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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 | $981,770 | $197,819+396.3% | $155,789+530.2% | $125,389+683.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -3.27% | 86.73%-90.0pp | 71.54%-74.8pp | 282.24%-285.5pp |
| Employer contribution / active EE | $6,267 | $4,850+29.2% | $3,839+63.2% | $4,866+28.8% |
| Participant deferral / active EE | $14,000 | $5,631+148.6% | $4,798+191.8% | $5,352+161.6% |
| Admin fee / account holder | $10,726 | $9,544+12.4% | $7,477+43.4% | $9,541+12.4% |