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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 | $305,969 | $96,691+216.4% | $86,656+253.1% | $139,487+119.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 17.18% | 106.87%-89.7pp | 593.09%-575.9pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,827 | $4,838-41.6% | $4,439-36.3% | $6,713-57.9% |
| Admin fee / account holder | $81,458 | $6,414+1169.9% | $5,619+1349.8% | $11,407+614.1% |