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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 | $1,824,447 | $138,114+1221.0% | $125,391+1355.0% | $134,545+1256.0% |
| Participation rate | 7.1% | 84.5%-77.4pp | 82.4%-75.2pp | 81.2%-74.1pp |
| Annual return | -13.39% | 750.88%-764.3pp | 572.41%-585.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $3,964 | $5,246-24.4% | $4,816-17.7% | $4,742-16.4% |
| Participant deferral / active EE | $5,579 | $7,801-28.5% | $7,448-25.1% | $6,401-12.9% |
| Admin fee / account holder | $8,573 | $11,570-25.9% | $10,009-14.3% | $11,431-25.0% |