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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 | $838,177 | $209,422+300.2% | $178,503+369.6% | $158,982+427.2% |
| Participation rate | 14.3% | 86.4%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 6.34% | 188.81%-182.5pp | 151.12%-144.8pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,684 | $17,079-31.6% | $13,987-16.5% | $11,252+3.8% |