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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 | $294,101 | $124,314+136.6% | $109,163+169.4% | $167,518+75.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 11.01% | 26.04%-15.0pp | 25.75%-14.7pp | 478.71%-467.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,520 | $5,256+62.1% | $4,654+83.1% | $6,342+34.3% |
| Admin fee / account holder | $47,262 | $7,973+492.8% | $6,754+599.8% | $12,312+283.9% |