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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 | $601,094 | $138,078+335.3% | $125,363+379.5% | $134,509+346.9% |
| Participation rate | 22.7% | 84.5%-61.8pp | 82.4%-59.6pp | 81.2%-58.5pp |
| Annual return | -17.03% | 750.49%-767.5pp | 572.15%-589.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $7,479 | $5,245+42.6% | $4,815+55.3% | $4,741+57.8% |
| Participant deferral / active EE | $4,377 | $7,800-43.9% | $7,447-41.2% | $6,400-31.6% |
| Admin fee / account holder | $6,086 | $11,566-47.4% | $10,005-39.2% | $11,427-46.7% |