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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 | $845,795 | $138,078+512.5% | $125,363+574.7% | $134,509+528.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -7.85% | 750.49%-758.3pp | 572.15%-580.0pp | 418.13%-426.0pp |
| Employer contribution / active EE | $2,943 | $5,245-43.9% | $4,815-38.9% | $4,741-37.9% |
| Participant deferral / active EE | $13,500 | $7,800+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $761 | $11,566-93.4% | $10,005-92.4% | $11,427-93.3% |