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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 | $368,206 | $201,370+82.9% | $184,256+99.8% | $145,897+152.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.19% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,533 | $9,808-43.6% | $9,133-39.4% | $6,689-17.3% |
| Admin fee / account holder | $141,725 | $16,364+766.1% | $13,899+919.6% | $13,390+958.4% |