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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 | $406,657 | $198,462+104.9% | $170,439+138.6% | $147,585+175.5% |
| Participation rate | 42.1% | 88.0%-45.9pp | 83.6%-41.5pp | 82.8%-40.7pp |
| Annual return | 10.09% | 257.30%-247.2pp | 205.94%-195.8pp | 578.58%-568.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,862 | $5,629-49.2% | $4,939-42.1% | $5,439-47.4% |
| Admin fee / account holder | $32,362 | $16,852+92.0% | $13,881+133.1% | $10,886+197.3% |