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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 | $446,489 | $142,426+213.5% | $115,167+287.7% | $152,909+192.0% |
| Participation rate | 42.9% | 82.4%-39.5pp | 75.9%-33.1pp | 82.5%-39.6pp |
| Annual return | 13.85% | 41.48%-27.6pp | 35.60%-21.8pp | 345.46%-331.6pp |
| Employer contribution / active EE | $21,161 | $4,011+427.6% | $3,179+565.6% | $4,764+344.2% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,905 | $8,464+253.3% | $7,089+321.9% | $11,601+157.8% |