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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 | $427,837 | $217,392+96.8% | $185,818+130.2% | $167,497+155.4% |
| Participation rate | 16.7% | 86.0%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 27.33% | 148.37%-121.0pp | 122.06%-94.7pp | 478.62%-451.3pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,630 | $19,813-81.7% | $16,239-77.6% | $12,310-70.5% |