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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 | $400,607 | $159,934+150.5% | $147,005+172.5% | $145,959+174.5% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 61.99% | 98.24%-36.3pp | 418.76%-356.8pp | 561.95%-500.0pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,274 | $8,427+81.2% | $8,070+89.3% | $6,689+128.4% |
| Admin fee / account holder | $639 | $15,053-95.8% | $13,006-95.1% | $13,398-95.2% |