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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 | $318,400 | $138,102+130.6% | $125,381+153.9% | $134,532+136.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.07% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,119 | $5,245-59.6% | $4,815-56.0% | $4,741-55.3% |
| Participant deferral / active EE | $4,347 | $7,801-44.3% | $7,448-41.6% | $6,401-32.1% |
| Admin fee / account holder | $16,151 | $11,568+39.6% | $10,007+61.4% | $11,429+41.3% |