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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 | $477,718 | $81,763+484.3% | $58,561+715.8% | $139,466+242.5% |
| Participation rate | 7.1% | 61.3%-54.2pp | 50.9%-43.7pp | 80.3%-73.2pp |
| Annual return | 12.93% | 7427.77%-7414.8pp | 4251.33%-4238.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $786 | $2,555-69.2% | $1,923-59.1% | $6,712-88.3% |
| Admin fee / account holder | $2,995 | $3,273-8.5% | $2,520+18.8% | $11,409-73.7% |