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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 | $357,633 | $209,422+70.8% | $178,503+100.4% | $158,982+125.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 25.30% | 188.81%-163.5pp | 151.12%-125.8pp | 302.99%-277.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,921 | $5,955-34.2% | $5,202-24.6% | $5,983-34.5% |
| Admin fee / account holder | $553 | $17,079-96.8% | $13,987-96.0% | $11,252-95.1% |