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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 | $301,195 | $117,895+155.5% | $102,460+194.0% | $145,897+106.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 14.93% | 31.92%-17.0pp | 29.47%-14.5pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,800 | $5,736-51.2% | $5,056-44.6% | $6,689-58.1% |
| Admin fee / account holder | $15,304 | $13,353+14.6% | $9,460+61.8% | $13,390+14.3% |