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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 | $870,878 | $90,607+861.2% | $79,467+995.9% | $135,380+543.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -8.59% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $3,063 | $3,068-0.2% | $2,800+9.4% | $4,779-35.9% |
| Participant deferral / active EE | $11,500 | $4,050+183.9% | $3,704+210.5% | $5,609+105.0% |
| Admin fee / account holder | $15,508 | $5,895+163.1% | $5,104+203.8% | $10,828+43.2% |