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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 | $306,990 | $176,105+74.3% | $159,474+92.5% | $167,536+83.2% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 89.56% | 331.91%-242.4pp | 263.68%-174.1pp | 478.82%-389.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,750 | $7,751-25.8% | $7,353-21.8% | $6,342-9.3% |
| Admin fee / account holder | $770 | $12,559-93.9% | $10,802-92.9% | $12,315-93.7% |