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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 | $344,328 | $107,030+221.7% | $73,550+368.2% | $147,586+133.3% |
| Participation rate | 12.5% | 66.4%-53.9pp | 54.9%-42.4pp | 82.8%-70.3pp |
| Annual return | 14.25% | 38.25%-24.0pp | -15.16%+29.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,648 | $3,055-13.3% | $2,320+14.2% | $10,886-75.7% |