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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 | $656,779 | $183,539+257.8% | $155,556+322.2% | $145,897+350.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 16.19% | 61.31%-45.1pp | 64.84%-48.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,327 | $6,467+28.8% | $5,631+47.9% | $6,689+24.5% |
| Admin fee / account holder | $2,611 | $19,275-86.5% | $15,885-83.6% | $13,390-80.5% |