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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 | $1,414,755 | $160,059+783.9% | $140,019+910.4% | $135,379+945.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -2.23% | 911.44%-913.7pp | 651.15%-653.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $5,960 | $6,420-7.2% | $5,605+6.3% | $4,779+24.7% |
| Participant deferral / active EE | $12,250 | $7,641+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $14,645 | $13,328+9.9% | $10,705+36.8% | $10,828+35.3% |