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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 | $217,432+96.8% | $185,851+130.2% | $167,553+155.3% |
| Participation rate | 16.7% | 86.1%-69.4pp | 81.7%-65.0pp | 82.1%-65.4pp |
| Annual return | 27.33% | 148.43%-121.1pp | 122.11%-94.8pp | 478.89%-451.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,630 | $19,820-81.7% | $16,245-77.7% | $12,316-70.5% |