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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 | $259,577 | $166,242+56.1% | $165,071+57.3% | $145,884+77.9% |
| Participation rate | 46.2% | 82.0%-35.9pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 10.56% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,114 | $6,964-55.3% | $6,035-48.4% | $6,690-53.4% |
| Admin fee / account holder | $43,137 | $16,658+159.0% | $12,695+239.8% | $13,392+222.1% |