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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 | $354,687 | $88,778+299.5% | $81,844+333.4% | $145,884+143.1% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 16.81% | 1033.03%-1016.2pp | 778.87%-762.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,670 | $4,648-64.1% | $4,323-61.4% | $6,690-75.0% |
| Admin fee / account holder | $6,728 | $8,430-20.2% | $7,355-8.5% | $13,392-49.8% |