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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 | $251,898 | $29,667+749.1% | $56,441+346.3% | $80,874+211.5% |
| Participation rate | 8.0% | 41.7%-33.7pp | 52.5%-44.5pp | 67.6%-59.6pp |
| Annual return | 17.88% | 35.22%-17.3pp | 1704.21%-1686.3pp | 35.62%-17.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $542 | $2,429-77.7% | $2,829-80.9% | $6,935-92.2% |