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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 | $426,116 | $138,078+208.6% | $125,363+239.9% | $134,509+216.8% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -18.60% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.7pp |
| Employer contribution / active EE | $3,775 | $5,245-28.0% | $4,815-21.6% | $4,741-20.4% |
| Participant deferral / active EE | $6,479 | $7,800-16.9% | $7,447-13.0% | $6,400+1.2% |
| Admin fee / account holder | $49,632 | $11,566+329.1% | $10,005+396.1% | $11,427+334.4% |