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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 | $441,884 | $160,070+176.1% | $147,117+200.4% | $145,897+202.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 11.74% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,247 | $8,419+21.7% | $8,065+27.1% | $6,689+53.2% |
| Admin fee / account holder | $4,626 | $15,035-69.2% | $12,993-64.4% | $13,390-65.5% |