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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 | $354,566 | $180,462+96.5% | $154,111+130.1% | $135,379+161.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -4.04% | 888.17%-892.2pp | 735.18%-739.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $4,809 | $6,036-20.3% | $5,298-9.2% | $4,779+0.6% |
| Participant deferral / active EE | $13,203 | $5,806+127.4% | $5,081+159.9% | $5,609+135.4% |
| Admin fee / account holder | $14,888 | $16,145-7.8% | $13,411+11.0% | $10,828+37.5% |