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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 | $478,816 | $154,754+209.4% | $124,206+285.5% | $138,895+244.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 11.17% | 709.28%-698.1pp | 515.27%-504.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,563 | $4,621+106.9% | $3,968+141.0% | $6,396+49.5% |
| Admin fee / account holder | $75,860 | $6,690+1034.0% | $5,929+1179.6% | $12,562+503.9% |