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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 | $138,078+99.4% | $125,363+119.6% | $134,509+104.7% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -12.41% | 750.49%-762.9pp | 572.15%-584.6pp | 418.13%-430.5pp |
| Employer contribution / active EE | $1,997 | $5,245-61.9% | $4,815-58.5% | $4,741-57.9% |
| Participant deferral / active EE | $4,012 | $7,800-48.6% | $7,447-46.1% | $6,400-37.3% |
| Admin fee / account holder | $7,913 | $11,566-31.6% | $10,005-20.9% | $11,427-30.8% |