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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 | $316,439 | $190,916+65.7% | $160,037+97.7% | $134,545+135.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -16.70% | 552.79%-569.5pp | 408.95%-425.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $8,504 | $4,996+70.2% | $4,226+101.2% | $4,742+79.3% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,661 | $10,497-74.6% | $8,716-69.5% | $11,431-76.7% |