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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 | $542,149 | $106,280+410.1% | $96,538+461.6% | $139,487+288.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 98.26% | 38.48%+59.8pp | 35.74%+62.5pp | 373.84%-275.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,966 | $5,457-9.0% | $4,880+1.7% | $6,713-26.0% |
| Admin fee / account holder | $39,162 | $7,888+396.5% | $6,737+481.3% | $11,407+243.3% |