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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 | $708,268 | $176,077+302.2% | $159,455+344.2% | $167,518+322.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 165.28% | 331.83%-166.6pp | 263.63%-98.3pp | 478.71%-313.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,699 | $7,751-0.7% | $7,353+4.7% | $6,342+21.4% |
| Admin fee / account holder | $71,483 | $12,556+469.3% | $10,800+561.8% | $12,312+480.6% |