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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 | $250,695 | $138,078+81.6% | $125,363+100.0% | $134,509+86.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -12.61% | 750.49%-763.1pp | 572.15%-584.8pp | 418.13%-430.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,480 | $7,800+21.5% | $7,447+27.3% | $6,400+48.1% |
| Admin fee / account holder | $2,413 | $11,566-79.1% | $10,005-75.9% | $11,427-78.9% |