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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 | $267,464 | $138,078+93.7% | $125,363+113.4% | $134,509+98.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.05% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $11,818 | $5,245+125.3% | $4,815+145.5% | $4,741+149.3% |
| Participant deferral / active EE | $5,706 | $7,800-26.8% | $7,447-23.4% | $6,400-10.9% |
| Admin fee / account holder | $2,691 | $11,566-76.7% | $10,005-73.1% | $11,427-76.5% |