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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 | $264,531 | $100,147+164.1% | $81,286+225.4% | $145,877+81.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.61% | 34.44%-17.8pp | 24.80%-8.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,318 | $4,607-6.3% | $3,883+11.2% | $6,691-35.5% |
| Admin fee / account holder | $5,253 | $8,201-35.9% | $5,764-8.9% | $13,402-60.8% |