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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 | $100,279+163.8% | $81,353+225.2% | $145,884+81.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.61% | 34.49%-17.9pp | 24.82%-8.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,318 | $4,611-6.3% | $3,885+11.2% | $6,690-35.4% |
| Admin fee / account holder | $5,253 | $8,206-36.0% | $5,766-8.9% | $13,392-60.8% |