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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 | $293,945 | $160,059+83.6% | $140,019+109.9% | $135,380+117.1% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -7.75% | 911.48%-919.2pp | 651.17%-658.9pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,444 | $6,420-77.5% | $5,605-74.2% | $4,779-69.8% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $434 | $13,328-96.7% | $10,705-95.9% | $10,828-96.0% |