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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 | $539,302 | $95,406+465.3% | $185,849+190.2% | $85,847+528.2% |
| Participation rate | 3.2% | 68.8%-65.5pp | 81.7%-78.5pp | 69.3%-66.1pp |
| Annual return | 37.28% | 23.59%+13.7pp | 122.10%-84.8pp | 318.61%-281.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,735 | $3,424-20.1% | $5,569-50.9% | $3,952-30.8% |
| Admin fee / account holder | $135,967 | $7,214+1784.7% | $16,244+737.0% | $6,261+2071.8% |