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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 | $367,142 | $100,139+266.6% | $85,187+331.0% | $145,884+151.7% |
| Participation rate | 17.6% | 74.1%-56.4pp | 67.5%-49.9pp | 80.3%-62.7pp |
| Annual return | 15.60% | 84.15%-68.6pp | 66.67%-51.1pp | 551.85%-536.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,929 | $5,296-44.7% | $4,525-35.3% | $6,690-56.2% |
| Admin fee / account holder | $4,341 | $7,262-40.2% | $6,162-29.6% | $13,392-67.6% |