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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 | $296,375 | $110,551+168.1% | $80,741+267.1% | $167,536+76.9% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 7.21% | 120.57%-113.4pp | 87.30%-80.1pp | 478.82%-471.6pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $14,000 | $2,870+387.8% | $2,145+552.6% | $6,342+120.7% |
| Admin fee / account holder | $2,318 | $4,547-49.0% | $3,380-31.4% | $12,315-81.2% |