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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 | $376,896 | $88,815+324.4% | $81,882+360.3% | $145,897+158.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.70% | 1033.75%-1015.0pp | 779.47%-760.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,217 | $3,086-28.2% | $2,916-24.0% | $4,663-52.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,464 | $8,434-82.6% | $7,360-80.1% | $13,390-89.1% |