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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 | $810,801 | $138,078+487.2% | $125,363+546.8% | $134,509+502.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.48% | 750.49%-765.0pp | 572.15%-586.6pp | 418.13%-432.6pp |
| Employer contribution / active EE | $3,932 | $5,245-25.0% | $4,815-18.3% | $4,741-17.1% |
| Participant deferral / active EE | $7,438 | $7,800-4.6% | $7,447-0.1% | $6,400+16.2% |
| Admin fee / account holder | $67,564 | $11,566+484.2% | $10,005+575.3% | $11,427+491.3% |