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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 | $636,595 | $138,102+361.0% | $125,381+407.7% | $134,532+373.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.90% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $4,356 | $5,245-17.0% | $4,815-9.5% | $4,741-8.1% |
| Participant deferral / active EE | $8,572 | $7,801+9.9% | $7,448+15.1% | $6,401+33.9% |
| Admin fee / account holder | $2,331 | $11,568-79.8% | $10,007-76.7% | $11,429-79.6% |