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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 | $260,451 | $150,447+73.1% | $136,298+91.1% | $147,586+76.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 19.19% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,779 | $6,631+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $1,442 | $10,906-86.8% | $9,244-84.4% | $10,886-86.8% |