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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 | $362,628 | $122,063+197.1% | $184,256+96.8% | $74,478+386.9% |
| Participation rate | 65.6% | 85.5%-19.9pp | 86.8%-21.3pp | 67.2%-1.6pp |
| Annual return | 14.96% | 19.92%-5.0pp | 28.85%-13.9pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,227 | $7,144+29.2% | $9,133+1.0% | $4,350+112.1% |
| Admin fee / account holder | $13,341 | $1,253+965.0% | $13,899-4.0% | $1,946+585.6% |