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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 | $289,669 | $117,895+145.7% | $102,460+182.7% | $145,897+98.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 17.08% | 31.92%-14.8pp | 29.47%-12.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,220 | $5,736-26.4% | $5,056-16.5% | $6,689-36.9% |
| Admin fee / account holder | $90,697 | $13,353+579.2% | $9,460+858.7% | $13,390+577.3% |