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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 | $368,354 | $150,447+144.8% | $136,298+170.3% | $147,586+149.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 22.73% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,583 | $6,631+89.8% | $6,247+101.4% | $5,439+131.4% |
| Admin fee / account holder | $28,002 | $10,906+156.8% | $9,244+202.9% | $10,886+157.2% |