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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 | $883,820 | $105,200+740.1% | $159,474+454.2% | $85,847+929.5% |
| Participation rate | 52.5% | 75.8%-23.3pp | 82.8%-30.3pp | 69.3%-16.8pp |
| Annual return | 18.53% | 45.08%-26.5pp | 263.68%-245.1pp | 318.61%-300.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,305 | $5,946-44.4% | $7,353-55.1% | $3,952-16.4% |
| Admin fee / account holder | $35,242 | $6,934+408.2% | $10,802+226.2% | $6,261+462.9% |