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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 | $264,427 | $102,422+158.2% | $147,117+79.7% | $80,959+226.6% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.7%-9.6pp |
| Annual return | 16.31% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,474 | $6,652+12.4% | $8,065-7.3% | $4,300+73.8% |
| Admin fee / account holder | $351 | $7,953-95.6% | $12,993-97.3% | $6,925-94.9% |