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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 | $271,818 | $80,812+236.4% | $160,784+69.1% | $82,448+229.7% |
| Participation rate | 60.4% | 66.2%-5.8pp | 77.0%-16.5pp | 68.1%-7.7pp |
| Annual return | 17.05% | 100.59%-83.5pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,456 | $4,335+164.3% | $6,293+82.1% | $4,139+176.8% |
| Admin fee / account holder | $7,889 | $7,695+2.5% | $9,717-18.8% | $7,234+9.0% |