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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 | $387,093 | $110,039+251.8% | $97,260+298.0% | $145,884+165.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 20.72% | 244.44%-223.7pp | 75.54%-54.8pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,741 | $4,674-20.0% | $4,262-12.2% | $6,690-44.1% |
| Admin fee / account holder | $3,289 | $6,204-47.0% | $5,640-41.7% | $13,392-75.4% |