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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 | $266,656 | $160,028+66.6% | $147,080+81.3% | $145,884+82.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 70.48% | 98.60%-28.1pp | 420.17%-349.7pp | 551.85%-481.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,512 | $8,422-22.7% | $8,066-19.3% | $6,690-2.7% |
| Admin fee / account holder | $108,700 | $15,030+623.2% | $12,989+736.9% | $13,392+711.7% |