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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 | $317,806 | $138,114+130.1% | $125,391+153.5% | $134,545+136.2% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -19.82% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $2,077 | $5,246-60.4% | $4,816-56.9% | $4,742-56.2% |
| Participant deferral / active EE | $7,275 | $7,801-6.7% | $7,448-2.3% | $6,401+13.7% |
| Admin fee / account holder | $8,288 | $11,570-28.4% | $10,009-17.2% | $11,431-27.5% |