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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 | $432,203 | $197,819+118.5% | $155,789+177.4% | $125,389+244.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | 5.34% | 86.73%-81.4pp | 71.54%-66.2pp | 282.24%-276.9pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,000 | $5,631+113.1% | $4,798+150.1% | $5,352+124.2% |
| Admin fee / account holder | $99,838 | $9,544+946.1% | $7,477+1235.2% | $9,541+946.4% |