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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 | $447,739 | $160,059+179.7% | $140,019+219.8% | $135,382+230.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -5.80% | 911.44%-917.2pp | 651.15%-657.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $7,255 | $6,420+13.0% | $5,605+29.4% | $4,779+51.8% |
| Participant deferral / active EE | $11,937 | $7,641+56.2% | $6,927+72.3% | $5,609+112.8% |
| Admin fee / account holder | $90,424 | $13,328+578.5% | $10,705+744.7% | $10,829+735.1% |