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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 | $266,657 | $208,088+28.1% | $186,193+43.2% | $154,746+72.3% |
| Participation rate | 15.4% | 80.0%-64.6pp | 77.1%-61.7pp | 80.7%-65.3pp |
| Annual return | 11.50% | 89.97%-78.5pp | 78.03%-66.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,574 | $7,078-49.5% | $6,513-45.1% | $6,730-46.9% |
| Admin fee / account holder | $153,147 | $11,698+1209.1% | $11,058+1285.0% | $14,365+966.1% |