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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 | $406,690 | $138,114+194.5% | $125,391+224.3% | $134,545+202.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -11.87% | 750.88%-762.7pp | 572.41%-584.3pp | 418.37%-430.2pp |
| Employer contribution / active EE | $4,357 | $5,246-16.9% | $4,816-9.5% | $4,742-8.1% |
| Participant deferral / active EE | $11,240 | $7,801+44.1% | $7,448+50.9% | $6,401+75.6% |
| Admin fee / account holder | $86,949 | $11,570+651.5% | $10,009+768.7% | $11,431+660.7% |