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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 | $324,362 | $105,210+208.3% | $159,487+103.4% | $85,851+277.8% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.8%-21.5pp | 69.3%-8.0pp |
| Annual return | 13.55% | 45.08%-31.5pp | 263.71%-250.2pp | 318.63%-305.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,823 | $5,946-18.9% | $7,354-34.4% | $3,952+22.0% |
| Admin fee / account holder | $19,396 | $6,934+179.7% | $10,804+79.5% | $6,261+209.8% |