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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 | $270,424 | $99,652+171.4% | $78,778+243.3% | $147,586+83.2% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.2%-27.1pp | 82.8%-40.7pp |
| Annual return | 18.33% | 47.28%-29.0pp | 35.62%-17.3pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,593 | $3,664-1.9% | $2,958+21.4% | $5,439-33.9% |
| Admin fee / account holder | $844 | $7,155-88.2% | $5,134-83.6% | $10,886-92.2% |