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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 | $818,011 | $135,645+503.1% | $110,243+642.0% | $135,380+504.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -2.56% | 513.24%-515.8pp | 314.76%-317.3pp | 519.81%-522.4pp |
| Employer contribution / active EE | $3,656 | $4,907-25.5% | $3,827-4.5% | $4,779-23.5% |
| Participant deferral / active EE | $10,767 | $5,507+95.5% | $4,672+130.4% | $5,609+92.0% |
| Admin fee / account holder | $1,359 | $11,458-88.1% | $8,548-84.1% | $10,828-87.5% |