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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 | $340,509 | $160,040+112.8% | $147,096+131.5% | $145,877+133.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.87% | 98.49%-80.6pp | 419.75%-401.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,750 | $8,429-31.8% | $8,071-28.8% | $6,691-14.1% |
| Admin fee / account holder | $2,028 | $15,050-86.5% | $13,005-84.4% | $13,402-84.9% |