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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 | $321,603 | $89,370+259.9% | $141,197+127.8% | $72,976+340.7% |
| Participation rate | 61.4% | 75.1%-13.8pp | 82.5%-21.1pp | 69.5%-8.1pp |
| Annual return | 21.75% | 111.88%-90.1pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,853 | $5,419-10.4% | $6,710-27.7% | $3,608+34.5% |
| Admin fee / account holder | $4,339 | $5,957-27.2% | $10,265-57.7% | $5,124-15.3% |