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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 | $345,611 | $154,159+124.2% | $130,026+165.8% | $139,456+147.8% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 12.43% | 32.50%-20.1pp | -137.26%+149.7pp | 373.45%-361.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,562 | $6,710-61.8% | $5,821-56.0% | $6,711-61.8% |
| Admin fee / account holder | $104,435 | $14,001+645.9% | $10,608+884.5% | $11,407+815.5% |