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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 | $341,801 | $138,102+147.5% | $125,381+172.6% | $134,532+154.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.56% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,059 | $5,245-41.7% | $4,815-36.5% | $4,741-35.5% |
| Participant deferral / active EE | $10,691 | $7,801+37.0% | $7,448+43.5% | $6,401+67.0% |
| Admin fee / account holder | $2,619 | $11,568-77.4% | $10,007-73.8% | $11,429-77.1% |