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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 | $781,899 | $126,113+520.0% | $116,096+573.5% | $155,188+403.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 13.61% | 391.72%-378.1pp | 326.25%-312.6pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,479 | $4,162+247.9% | $3,952+266.4% | $6,531+121.7% |
| Admin fee / account holder | $427 | $8,045-94.7% | $7,704-94.5% | $14,480-97.1% |