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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 | $259,417 | $160,070+62.1% | $147,117+76.3% | $145,897+77.8% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,673 | $5,285-68.3% | $4,932-66.1% | $4,663-64.1% |
| Participant deferral / active EE | $3,833 | $8,419-54.5% | $8,065-52.5% | $6,689-42.7% |
| Admin fee / account holder | $2,417 | $15,035-83.9% | $12,993-81.4% | $13,390-81.9% |