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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 | $341,344 | $138,078+147.2% | $125,363+172.3% | $134,509+153.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.04% | 750.49%-764.5pp | 572.15%-586.2pp | 418.13%-432.2pp |
| Employer contribution / active EE | $2,901 | $5,245-44.7% | $4,815-39.8% | $4,741-38.8% |
| Participant deferral / active EE | $7,645 | $7,800-2.0% | $7,447+2.7% | $6,400+19.5% |
| Admin fee / account holder | $2,161 | $11,566-81.3% | $10,005-78.4% | $11,427-81.1% |