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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 | $159,934+112.9% | $147,005+131.6% | $145,959+133.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.87% | 98.24%-80.4pp | 418.76%-400.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,750 | $8,427-31.8% | $8,070-28.7% | $6,689-14.0% |
| Admin fee / account holder | $2,028 | $15,053-86.5% | $13,006-84.4% | $13,398-84.9% |