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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 | $355,493 | $138,114+157.4% | $125,391+183.5% | $134,545+164.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.15% | 750.88%-763.0pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $4,196 | $5,246-20.0% | $4,816-12.9% | $4,742-11.5% |
| Participant deferral / active EE | $6,484 | $7,801-16.9% | $7,448-12.9% | $6,401+1.3% |
| Admin fee / account holder | $25,842 | $11,570+123.4% | $10,009+158.2% | $11,431+126.1% |