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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 | $458,643 | $202,463+126.5% | $169,397+170.8% | $139,487+228.8% |
| Participation rate | 29.2% | 81.1%-51.9pp | 77.2%-48.0pp | 80.3%-51.2pp |
| Annual return | 17.90% | 532.64%-514.7pp | 406.23%-388.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,231 | $6,941-67.9% | $6,223-64.2% | $6,713-66.8% |
| Admin fee / account holder | $320 | $10,726-97.0% | $9,017-96.4% | $11,407-97.2% |