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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 | $712,351 | $165,399+330.7% | $149,745+375.7% | $158,982+348.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.86% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $18,695 | $7,183+160.3% | $6,843+173.2% | $5,983+212.4% |
| Admin fee / account holder | $120,586 | $10,811+1015.4% | $9,312+1195.0% | $11,252+971.7% |