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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 | $402,687 | $166,268+142.2% | $165,100+143.9% | $145,897+176.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.86% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,333 | $6,964+120.2% | $6,035+154.1% | $6,689+129.2% |
| Admin fee / account holder | $3,678 | $16,659-77.9% | $12,696-71.0% | $13,390-72.5% |