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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 | $250,902 | $152,619+64.4% | $125,195+100.4% | $152,909+64.1% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.5%-39.6pp |
| Annual return | 14.31% | 54.85%-40.5pp | 43.79%-29.5pp | 345.46%-331.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,972 | $5,869-66.4% | $4,937-60.1% | $5,851-66.3% |
| Admin fee / account holder | $68,463 | $13,437+409.5% | $9,704+605.5% | $11,601+490.2% |