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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 | $291,883 | $93,617+211.8% | $135,982+114.6% | $75,177+288.3% |
| Participation rate | 58.6% | 75.2%-16.6pp | 81.9%-23.3pp | 67.2%-8.6pp |
| Annual return | 17.19% | 30.89%-13.7pp | 68.32%-51.1pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,837 | $6,406+6.7% | $7,760-11.9% | $4,126+65.7% |
| Admin fee / account holder | $22,449 | $6,980+221.6% | $10,767+108.5% | $5,651+297.2% |