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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 | $349,099 | $159,978+118.2% | $147,041+137.4% | $145,978+139.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.74% | 98.36%-80.6pp | 419.21%-401.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,500 | $8,429+107.6% | $8,071+116.8% | $6,690+161.6% |
| Admin fee / account holder | $3,090 | $15,053-79.5% | $13,006-76.2% | $13,400-76.9% |