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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 | $366,042 | $102,382+257.5% | $147,005+149.0% | $80,874+352.6% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.2%-17.5pp | 67.6%-2.9pp |
| Annual return | 13.53% | 134.89%-121.4pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,072 | $6,646+66.6% | $8,070+37.2% | $4,297+157.7% |
| Admin fee / account holder | $36,498 | $7,942+359.5% | $13,006+180.6% | $6,935+426.3% |