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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 | $671,357 | $81,331+725.5% | $155,534+331.6% | $80,935+729.5% |
| Participation rate | 10.7% | 66.3%-55.5pp | 78.2%-67.5pp | 67.7%-56.9pp |
| Annual return | 71.28% | 33.37%+37.9pp | 64.92%+6.4pp | 35.66%+35.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $443 | $7,999-94.5% | $15,900-97.2% | $6,924-93.6% |