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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 | $400,607 | $160,070+150.3% | $147,117+172.3% | $145,897+174.6% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 61.99% | 98.69%-36.7pp | 420.54%-358.6pp | 552.29%-490.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,274 | $8,419+81.4% | $8,065+89.4% | $6,689+128.3% |
| Admin fee / account holder | $639 | $15,035-95.8% | $12,993-95.1% | $13,390-95.2% |