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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 | $668,306 | $162,529+311.2% | $130,788+411.0% | $154,746+331.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 12.13% | 510.48%-498.3pp | 386.44%-374.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,500 | $4,808+222.4% | $4,137+274.7% | $6,730+130.3% |
| Admin fee / account holder | $96,792 | $7,669+1162.1% | $6,673+1350.6% | $14,365+573.8% |