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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 | $310,019 | $72,403+328.2% | $67,524+359.1% | $145,978+112.4% |
| Participation rate | 15.4% | 76.9%-61.5pp | 72.9%-57.5pp | 80.3%-64.9pp |
| Annual return | 30.13% | 7197.23%-7167.1pp | 3519.41%-3489.3pp | 550.52%-520.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,223 | $4,782-74.4% | $4,001-69.4% | $6,690-81.7% |
| Admin fee / account holder | $680 | $5,541-87.7% | $4,001-83.0% | $13,400-94.9% |