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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 | $399,856 | $160,059+149.8% | $140,019+185.6% | $135,380+195.4% |
| Participation rate | 7.1% | 88.5%-81.4pp | 87.5%-80.4pp | 82.6%-75.5pp |
| Annual return | -8.74% | 911.48%-920.2pp | 651.17%-659.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,801 | $6,420-40.8% | $5,605-32.2% | $4,779-20.5% |
| Participant deferral / active EE | $3,801 | $7,641-50.3% | $6,927-45.1% | $5,609-32.2% |
| Admin fee / account holder | $49,791 | $13,328+273.6% | $10,705+365.1% | $10,828+359.8% |