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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 | $468,691 | $169,237+176.9% | $129,339+262.4% | $145,978+221.1% |
| Participation rate | 13.3% | 76.5%-63.1pp | 69.6%-56.3pp | 80.3%-67.0pp |
| Annual return | 15.77% | 14364.43%-14348.7pp | 9437.05%-9421.3pp | 550.52%-534.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,127 | $4,991-77.4% | $4,170-73.0% | $6,690-83.2% |
| Admin fee / account holder | $47,477 | $9,882+380.4% | $7,668+519.2% | $13,400+254.3% |