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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 | $502,767 | $138,102+264.1% | $125,381+301.0% | $134,532+273.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.32% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,827 | $5,245-27.0% | $4,815-20.5% | $4,741-19.3% |
| Participant deferral / active EE | $14,609 | $7,801+87.3% | $7,448+96.2% | $6,401+128.2% |
| Admin fee / account holder | $2,376 | $11,568-79.5% | $10,007-76.3% | $11,429-79.2% |