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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 | $406,683 | $138,102+194.5% | $125,381+224.4% | $134,532+202.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -2.83% | 750.73%-753.6pp | 572.31%-575.1pp | 418.27%-421.1pp |
| Employer contribution / active EE | $12,165 | $5,245+131.9% | $4,815+152.6% | $4,741+156.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,206 | $11,568+100.6% | $10,007+131.9% | $11,429+103.0% |