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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 | $540,718 | $138,078+291.6% | $125,363+331.3% | $134,509+302.0% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -16.65% | 750.49%-767.1pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $13,405 | $5,245+155.6% | $4,815+178.4% | $4,741+182.8% |
| Participant deferral / active EE | $3,071 | $7,800-60.6% | $7,447-58.8% | $6,400-52.0% |
| Admin fee / account holder | $21,510 | $11,566+86.0% | $10,005+115.0% | $11,427+88.2% |