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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 | $275,291 | $138,102+99.3% | $125,381+119.6% | $134,532+104.6% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -12.41% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.7pp |
| Employer contribution / active EE | $1,997 | $5,245-61.9% | $4,815-58.5% | $4,741-57.9% |
| Participant deferral / active EE | $4,012 | $7,801-48.6% | $7,448-46.1% | $6,401-37.3% |
| Admin fee / account holder | $7,913 | $11,568-31.6% | $10,007-20.9% | $11,429-30.8% |