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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 | $383,241 | $92,684+313.5% | $82,706+363.4% | $134,509+184.9% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -19.23% | 945.84%-965.1pp | 701.76%-721.0pp | 418.13%-437.4pp |
| Employer contribution / active EE | $776 | $3,272-76.3% | $3,007-74.2% | $4,741-83.6% |
| Participant deferral / active EE | $2,948 | $4,800-38.6% | $4,394-32.9% | $6,400-53.9% |
| Admin fee / account holder | $8,666 | $5,982+44.9% | $5,329+62.6% | $11,427-24.2% |