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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 | $318,582 | $103,392+208.1% | $87,104+265.7% | $152,897+108.4% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | 19.61% | 28.10%-8.5pp | 28.19%-8.6pp | 345.43%-325.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,888 | $4,778+44.2% | $4,048+70.1% | $5,851+17.7% |
| Admin fee / account holder | $12,896 | $12,194+5.8% | $7,491+72.2% | $11,599+11.2% |