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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 | $254,935 | $232,540+9.6% | $185,117+37.7% | $147,586+72.7% |
| Participation rate | 38.5% | 82.4%-43.9pp | 77.3%-38.8pp | 82.8%-44.4pp |
| Annual return | 11.02% | 43.03%-32.0pp | 40.50%-29.5pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,753 | $5,834-18.5% | $5,045-5.8% | $5,439-12.6% |
| Admin fee / account holder | $77,145 | $10,275+650.8% | $8,159+845.5% | $10,886+608.7% |