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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 | $511,298 | $111,535+358.4% | $105,223+385.9% | $137,256+272.5% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 34.57% | 237.85%-203.3pp | 180.65%-146.1pp | 220.34%-185.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,331 | $5,500-21.3% | $5,072-14.6% | $6,407-32.4% |
| Admin fee / account holder | $26,637 | $9,721+174.0% | $8,859+200.7% | $12,270+117.1% |