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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 | $300,417 | $114,013+163.5% | $103,693+189.7% | $155,188+93.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-9.0pp | 80.8%-17.2pp |
| Annual return | 15.06% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,792 | $4,970+76.9% | $4,579+92.0% | $6,531+34.6% |
| Admin fee / account holder | $2,424 | $8,407-71.2% | $7,858-69.1% | $14,480-83.3% |