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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 | $366,042 | $102,422+257.4% | $147,117+148.8% | $80,959+352.1% |
| Participation rate | 64.7% | 75.9%-11.2pp | 82.2%-17.5pp | 67.7%-3.0pp |
| Annual return | 13.53% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,072 | $6,652+66.4% | $8,065+37.3% | $4,300+157.5% |
| Admin fee / account holder | $36,498 | $7,953+358.9% | $12,993+180.9% | $6,925+427.0% |