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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 | $288,363 | $138,114+108.8% | $125,391+130.0% | $134,545+114.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -17.50% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,522 | $7,801-54.8% | $7,448-52.7% | $6,401-45.0% |
| Admin fee / account holder | $9,455 | $11,570-18.3% | $10,009-5.5% | $11,431-17.3% |