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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 | $362,581 | $166,131+118.2% | $164,975+119.8% | $145,877+148.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.49% | 100.37%-85.9pp | 70.12%-55.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,250 | $6,962-10.2% | $6,033+3.6% | $6,691-6.6% |
| Admin fee / account holder | $3,601 | $16,648-78.4% | $12,688-71.6% | $13,402-73.1% |