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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 | $401,812 | $175,259+129.3% | $149,723+168.4% | $139,487+188.1% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.1pp |
| Annual return | 16.88% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,621 | $16,158-77.6% | $13,215-72.6% | $11,407-68.3% |