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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 | $297,643 | $88,754+235.4% | $81,820+263.8% | $145,877+104.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.91% | 1031.77%-1020.9pp | 777.93%-767.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,337 | $4,648+79.4% | $4,323+92.9% | $6,691+24.6% |
| Admin fee / account holder | $680 | $8,424-91.9% | $7,391-90.8% | $13,402-94.9% |