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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 | $303,414 | $185,883+63.2% | $170,043+78.4% | $139,466+117.6% |
| Participation rate | 16.7% | 87.8%-71.1pp | 87.0%-70.3pp | 80.3%-63.7pp |
| Annual return | 165.30% | 60.54%+104.8pp | 53.40%+111.9pp | 373.66%-208.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $345 | $15,393-97.8% | $12,824-97.3% | $11,409-97.0% |