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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 | $423,286 | $138,114+206.5% | $125,391+237.6% | $134,545+214.6% |
| Participation rate | 7.1% | 84.5%-77.4pp | 82.4%-75.2pp | 81.2%-74.1pp |
| Annual return | -17.58% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,775 | $5,246-66.2% | $4,816-63.1% | $4,742-62.6% |
| Participant deferral / active EE | $6,597 | $7,801-15.4% | $7,448-11.4% | $6,401+3.1% |
| Admin fee / account holder | $3,278 | $11,570-71.7% | $10,009-67.2% | $11,431-71.3% |