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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 | $374,662 | $180,462+107.6% | $154,111+143.1% | $135,379+176.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -5.35% | 888.17%-893.5pp | 735.18%-740.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,959 | $6,036-51.0% | $5,298-44.2% | $4,779-38.1% |
| Participant deferral / active EE | $7,300 | $5,806+25.7% | $5,081+43.7% | $5,609+30.1% |
| Admin fee / account holder | $1,860 | $16,145-88.5% | $13,411-86.1% | $10,828-82.8% |