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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 | $432,091 | $81,664+429.1% | $70,476+513.1% | $158,966+171.8% |
| Participation rate | 12.5% | 77.7%-65.2pp | 75.1%-62.6pp | 82.0%-69.5pp |
| Annual return | 10.40% | 208.59%-198.2pp | 109.12%-98.7pp | 302.95%-292.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,549 | $6,197-42.7% | $3,847-7.7% | $11,250-68.5% |