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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 | $675,203 | $110,303+512.1% | $95,759+605.1% | $139,487+384.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 246.42% | 27.19%+219.2pp | 28.42%+218.0pp | 373.84%-127.4pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $15,000 | $4,674+220.9% | $4,244+253.5% | $6,713+123.5% |
| Admin fee / account holder | $5,160 | $6,615-22.0% | $5,678-9.1% | $11,407-54.8% |