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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 | $521,606 | $138,102+277.7% | $125,381+316.0% | $134,532+287.7% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -14.31% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,108 | $5,245-78.9% | $4,815-77.0% | $4,741-76.6% |
| Participant deferral / active EE | $5,688 | $7,801-27.1% | $7,448-23.6% | $6,401-11.1% |
| Admin fee / account holder | $5,704 | $11,568-50.7% | $10,007-43.0% | $11,429-50.1% |