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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 | $351,964 | $138,114+154.8% | $125,391+180.7% | $134,545+161.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -9.17% | 750.88%-760.1pp | 572.41%-581.6pp | 418.37%-427.5pp |
| Employer contribution / active EE | $8,558 | $5,246+63.1% | $4,816+77.7% | $4,742+80.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35,838 | $11,570+209.7% | $10,009+258.1% | $11,431+213.5% |