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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 | $427,966 | $32,117+1232.5% | $71,086+502.0% | $64,173+566.9% |
| Participation rate | 5.9% | 42.7%-36.8pp | 54.7%-48.8pp | 69.6%-63.7pp |
| Annual return | 63.95% | -5.57%+69.5pp | 650.59%-586.6pp | 7.63%+56.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,030 | $2,759-62.7% | $3,082-66.6% | $4,887-78.9% |