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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 | $264,195 | $81,696+223.4% | $70,494+274.8% | $158,982+66.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 4.63% | 208.70%-204.1pp | 109.16%-104.5pp | 302.99%-298.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,194 | $4,558+101.7% | $3,711+147.8% | $5,983+53.7% |
| Admin fee / account holder | $477 | $6,200-92.3% | $3,848-87.6% | $11,252-95.8% |