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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 | $267,048 | $138,102+93.4% | $125,381+113.0% | $134,532+98.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.70% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,287 | $5,245-56.4% | $4,815-52.5% | $4,741-51.8% |
| Participant deferral / active EE | $13,667 | $7,801+75.2% | $7,448+83.5% | $6,401+113.5% |
| Admin fee / account holder | $1,239 | $11,568-89.3% | $10,007-87.6% | $11,429-89.2% |