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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 | $411,011 | $112,121+266.6% | $95,960+328.3% | $158,966+158.6% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 14.37% | 171.16%-156.8pp | 91.63%-77.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,652 | $4,784+39.0% | $4,167+59.6% | $5,983+11.2% |
| Admin fee / account holder | $7,744 | $10,135-23.6% | $6,797+13.9% | $11,250-31.2% |