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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 | $471,346 | $138,102+241.3% | $125,381+275.9% | $134,532+250.4% |
| Participation rate | 27.8% | 84.5%-56.7pp | 82.4%-54.6pp | 81.2%-53.5pp |
| Annual return | -16.34% | 750.73%-767.1pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $5,937 | $5,245+13.2% | $4,815+23.3% | $4,741+25.2% |
| Participant deferral / active EE | $16,491 | $7,801+111.4% | $7,448+121.4% | $6,401+157.6% |
| Admin fee / account holder | $91,580 | $11,568+691.7% | $10,007+815.2% | $11,429+701.3% |