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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 | $404,533 | $138,078+193.0% | $125,363+222.7% | $134,509+200.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -9.61% | 750.49%-760.1pp | 572.15%-581.8pp | 418.13%-427.7pp |
| Employer contribution / active EE | $6,832 | $5,245+30.3% | $4,815+41.9% | $4,741+44.1% |
| Participant deferral / active EE | $7,838 | $7,800+0.5% | $7,447+5.2% | $6,400+22.5% |
| Admin fee / account holder | $555 | $11,566-95.2% | $10,005-94.5% | $11,427-95.1% |