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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 | $257,088 | $138,114+86.1% | $125,391+105.0% | $134,545+91.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.13% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,227 | $5,246-57.6% | $4,816-53.8% | $4,742-53.0% |
| Participant deferral / active EE | $10,250 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $614 | $11,570-94.7% | $10,009-93.9% | $11,431-94.6% |