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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 | $646,285 | $167,030+286.9% | $135,768+376.0% | $155,188+316.5% |
| Participation rate | 12.5% | 76.2%-63.7pp | 71.1%-58.6pp | 80.8%-68.3pp |
| Annual return | 11.58% | 678.39%-666.8pp | 526.10%-514.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,980 | $8,172-26.8% | $7,048-15.2% | $14,480-58.7% |