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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 | $279,431 | $138,078+102.4% | $125,363+122.9% | $134,509+107.7% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -17.82% | 750.49%-768.3pp | 572.15%-590.0pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,180 | $7,800+17.7% | $7,447+23.3% | $6,400+43.4% |
| Admin fee / account holder | $3,097 | $11,566-73.2% | $10,005-69.0% | $11,427-72.9% |