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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 | $432,509 | $78,690+449.6% | $161,489+167.8% | $87,485+394.4% |
| Participation rate | 25.7% | 67.5%-41.8pp | 78.7%-53.0pp | 68.9%-43.2pp |
| Annual return | 14.60% | 32.74%-18.1pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,180 | $3,311+26.3% | $5,630-25.7% | $4,274-2.2% |
| Admin fee / account holder | $1,524 | $6,724-77.3% | $16,006-90.5% | $7,775-80.4% |