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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 | $293,450 | $115,911+153.2% | $100,530+191.9% | $158,950+84.6% |
| Participation rate | 69.2% | 81.6%-12.4pp | 79.4%-10.2pp | 82.0%-12.7pp |
| Annual return | 13.73% | 34.80%-21.1pp | 30.89%-17.2pp | 302.91%-289.2pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,378 | $6,676-49.4% | $6,271-46.1% | $5,983-43.5% |
| Admin fee / account holder | $55,592 | $10,999+405.4% | $8,083+587.8% | $11,248+394.2% |