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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 | $311,007 | $156,970+98.1% | $121,210+156.6% | $139,487+123.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 15.46% | 1477.10%-1461.6pp | 987.41%-972.0pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $520 | $6,947-92.5% | $5,647-90.8% | $11,407-95.4% |