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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 | $573,395 | $157,829+263.3% | $136,867+318.9% | $198,609+188.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 9.95% | 51.25%-41.3pp | 42.97%-33.0pp | 202.70%-192.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,250 | $5,463+179.2% | $4,924+209.7% | $6,977+118.6% |
| Admin fee / account holder | $4,967 | $11,107-55.3% | $10,340-52.0% | $19,030-73.9% |