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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 | $421,045 | $160,028+163.1% | $147,080+186.3% | $145,884+188.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.85% | 98.60%-88.7pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,860 | $8,422-30.4% | $8,066-27.4% | $6,690-12.4% |
| Admin fee / account holder | $53,121 | $15,030+253.4% | $12,989+309.0% | $13,392+296.7% |