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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 | $406,127 | $102,422+296.5% | $147,117+176.1% | $80,959+401.6% |
| Participation rate | 60.2% | 75.9%-15.6pp | 82.2%-21.9pp | 67.7%-7.4pp |
| Annual return | 15.62% | 135.16%-119.5pp | 420.54%-404.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,860 | $6,652+63.3% | $8,065+34.7% | $4,300+152.5% |
| Admin fee / account holder | $19,281 | $7,953+142.4% | $12,993+48.4% | $6,925+178.4% |