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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 | $149,040+221.3% | $120,225+298.3% | $137,256+248.8% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 11.17% | 605.68%-594.5pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,563 | $4,655+105.4% | $3,999+139.1% | $6,407+49.3% |
| Admin fee / account holder | $75,860 | $6,348+1095.1% | $5,696+1231.7% | $12,270+518.2% |