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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 | $474,397 | $160,059+196.4% | $140,019+238.8% | $135,379+250.4% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.5%-50.0pp | 82.6%-45.1pp |
| Annual return | -6.14% | 911.44%-917.6pp | 651.15%-657.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,126 | $6,420-66.9% | $5,605-62.1% | $4,779-55.5% |
| Participant deferral / active EE | $3,813 | $7,641-50.1% | $6,927-45.0% | $5,609-32.0% |
| Admin fee / account holder | $55,471 | $13,328+316.2% | $10,705+418.2% | $10,828+412.3% |