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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 | $513,604 | $182,823+180.9% | $161,596+217.8% | $198,609+158.6% |
| Participation rate | 58.8% | 81.5%-22.7pp | 80.7%-21.9pp | 82.4%-23.6pp |
| Annual return | 3.82% | 484.64%-480.8pp | 389.92%-386.1pp | 202.70%-198.9pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,613 | $7,056+22.1% | $6,750+27.6% | $6,977+23.4% |
| Admin fee / account holder | $639 | $15,687-95.9% | $13,161-95.1% | $19,030-96.6% |