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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 | $882,502 | $138,078+539.1% | $125,363+604.0% | $134,509+556.1% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -19.05% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,241 | $5,245-76.3% | $4,815-74.2% | $4,741-73.8% |
| Participant deferral / active EE | $6,410 | $7,800-17.8% | $7,447-13.9% | $6,400+0.2% |
| Admin fee / account holder | $42,900 | $11,566+270.9% | $10,005+328.8% | $11,427+275.4% |