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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 | $412,847 | $117,846+250.3% | $102,434+303.0% | $145,884+183.0% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-22.0pp | 80.3%-25.8pp |
| Annual return | 10.90% | 31.90%-21.0pp | 29.46%-18.6pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,216 | $5,733-61.3% | $5,055-56.2% | $6,690-66.9% |
| Admin fee / account holder | $49,147 | $13,356+268.0% | $9,462+419.4% | $13,392+267.0% |