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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 | $375,450 | $108,701+245.4% | $74,723+402.5% | $152,909+145.5% |
| Participation rate | 14.3% | 65.4%-51.1pp | 54.5%-40.2pp | 82.5%-68.2pp |
| Annual return | 18.04% | 114.12%-96.1pp | 753.18%-735.1pp | 345.46%-327.4pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,823 | $4,906-42.5% | $3,335-15.3% | $11,601-75.7% |