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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 | $345,627 | $93,124+271.1% | $77,100+348.3% | $134,545+156.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -14.13% | 62.68%-76.8pp | 42.35%-56.5pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,750 | $3,421+9.6% | $2,815+33.2% | $4,742-20.9% |
| Participant deferral / active EE | $20,500 | $5,242+291.1% | $4,430+362.8% | $6,401+220.2% |
| Admin fee / account holder | $3,350 | $6,970-51.9% | $5,443-38.5% | $11,431-70.7% |