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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 | $376,311 | $138,102+172.5% | $125,381+200.1% | $134,532+179.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.74% | 750.73%-769.5pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,940 | $5,245-44.0% | $4,815-38.9% | $4,741-38.0% |
| Participant deferral / active EE | $5,973 | $7,801-23.4% | $7,448-19.8% | $6,401-6.7% |
| Admin fee / account holder | $5,635 | $11,568-51.3% | $10,007-43.7% | $11,429-50.7% |