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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 | $592,209 | $166,242+256.2% | $165,071+258.8% | $145,884+305.9% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 20.42% | 100.44%-80.0pp | 70.17%-49.8pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,719 | $6,964+10.8% | $6,035+27.9% | $6,690+15.4% |
| Admin fee / account holder | $1,525 | $16,658-90.8% | $12,695-88.0% | $13,392-88.6% |