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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 | $679,417 | $84,708+702.1% | $75,714+797.4% | $167,536+305.5% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.8%-32.0pp | 82.1%-39.3pp |
| Annual return | 11.49% | 199.62%-188.1pp | 104.62%-93.1pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $48,018 | $4,577+949.0% | $3,820+1156.9% | $6,342+657.1% |
| Admin fee / account holder | $9,675 | $5,358+80.6% | $3,619+167.4% | $12,315-21.4% |