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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 | $908,787 | $99,921+809.5% | $85,009+969.0% | $145,959+522.6% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 12.17% | 83.89%-71.7pp | 66.47%-54.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,614 | $5,293-50.6% | $4,522-42.2% | $6,689-60.9% |
| Admin fee / account holder | $652 | $7,252-91.0% | $6,153-89.4% | $13,398-95.1% |