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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 | $632,410 | $160,059+295.1% | $140,019+351.7% | $135,380+367.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 1.82% | 911.48%-909.7pp | 651.17%-649.3pp | 519.81%-518.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $924 | $13,328-93.1% | $10,705-91.4% | $10,828-91.5% |