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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 | $358,975 | $176,402+103.5% | $134,162+167.6% | $158,982+125.8% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.9pp | 82.0%-48.6pp |
| Annual return | 11.21% | 63.66%-52.4pp | 36.35%-25.1pp | 302.99%-291.8pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,230 | $8,719-63.0% | $6,685-51.7% | $11,252-71.3% |