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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 | $305,331 | $171,492+78.0% | $150,734+102.6% | $198,609+53.7% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 7.71% | 804.70%-797.0pp | 600.81%-593.1pp | 202.70%-195.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,512 | $6,259-43.9% | $5,610-37.4% | $6,977-49.7% |
| Admin fee / account holder | $18,111 | $17,628+2.7% | $14,905+21.5% | $19,030-4.8% |