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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 | $440,914 | $162,136+171.9% | $152,301+189.5% | $154,746+184.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.55% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $24,000 | $8,341+187.7% | $8,004+199.9% | $6,730+256.6% |
| Admin fee / account holder | $3,804 | $15,759-75.9% | $14,398-73.6% | $14,365-73.5% |