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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 | $166,020+56.4% | $164,866+57.4% | $145,959+77.8% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 10.56% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,114 | $6,961-55.3% | $6,033-48.4% | $6,689-53.4% |
| Admin fee / account holder | $43,137 | $16,644+159.2% | $12,689+240.0% | $13,398+222.0% |