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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 | $550,469 | $154,228+256.9% | $145,433+278.5% | $137,256+301.1% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 79.37% | 74.59%+4.8pp | 66.58%+12.8pp | 220.34%-141.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,000 | $8,216-51.3% | $7,897-49.4% | $6,407-37.6% |
| Admin fee / account holder | $254,420 | $14,344+1673.8% | $13,129+1837.8% | $12,270+1973.5% |