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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 | $261,138 | $117,846+121.6% | $102,434+154.9% | $145,884+79.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 17.47% | 31.90%-14.4pp | 29.46%-12.0pp | 551.85%-534.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,985 | $5,733-47.9% | $5,055-41.0% | $6,690-55.4% |
| Admin fee / account holder | $4,662 | $13,356-65.1% | $9,462-50.7% | $13,392-65.2% |