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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 | $545,820 | $165,399+230.0% | $149,745+264.5% | $158,982+243.3% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 8.79% | 348.34%-339.6pp | 276.72%-267.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,833 | $7,183-32.7% | $6,843-29.4% | $5,983-19.2% |
| Admin fee / account holder | $105,069 | $10,811+871.9% | $9,312+1028.3% | $11,252+833.8% |