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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 | $464,120 | $226,105+105.3% | $182,540+154.3% | $152,897+203.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 19.51% | 192.58%-173.1pp | 148.58%-129.1pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,993 | $6,370+41.2% | $5,525+62.8% | $5,851+53.7% |
| Admin fee / account holder | $10,481 | $10,706-2.1% | $8,593+22.0% | $11,599-9.6% |