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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 | $372,230 | $157,304+136.6% | $141,197+163.6% | $152,909+143.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.07% | 64.34%-42.3pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,630 | $7,111-6.8% | $6,710-1.2% | $5,851+13.3% |
| Admin fee / account holder | $9,489 | $12,126-21.7% | $10,265-7.6% | $11,601-18.2% |