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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 | $234,190+185.4% | $180,320+270.6% | $198,609+236.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 12.13% | 1057.44%-1045.3pp | 778.54%-766.4pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,500 | $4,988+210.7% | $4,304+260.1% | $6,977+122.2% |
| Admin fee / account holder | $96,792 | $12,558+670.7% | $10,000+867.9% | $19,030+408.6% |