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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 | $288,190 | $135,645+112.5% | $110,243+161.4% | $135,380+112.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -3.01% | 513.24%-516.2pp | 314.76%-317.8pp | 519.81%-522.8pp |
| Employer contribution / active EE | $5,994 | $4,907+22.1% | $3,827+56.6% | $4,779+25.4% |
| Participant deferral / active EE | $13,544 | $5,507+145.9% | $4,672+189.9% | $5,609+141.5% |
| Admin fee / account holder | $8,452 | $11,458-26.2% | $8,548-1.1% | $10,828-21.9% |