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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 | $301,049 | $166,242+81.1% | $165,071+82.4% | $145,884+106.4% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 14.25% | 100.44%-86.2pp | 70.17%-55.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,773 | $6,964-17.1% | $6,035-4.3% | $6,690-13.7% |
| Admin fee / account holder | $8,549 | $16,658-48.7% | $12,695-32.7% | $13,392-36.2% |