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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 | $448,995 | $227,597+97.3% | $189,575+136.8% | $167,536+168.0% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.4%-61.8pp | 82.1%-65.4pp |
| Annual return | 18.94% | 78.44%-59.5pp | 64.19%-45.3pp | 478.82%-459.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,820 | $7,002-74.0% | $6,174-70.5% | $6,342-71.3% |
| Admin fee / account holder | $19,924 | $11,877+67.8% | $9,806+103.2% | $12,315+61.8% |