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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 | $250,440 | $148,623+68.5% | $135,974+84.2% | $139,466+79.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.01% | 79.30%-66.3pp | 68.30%-55.3pp | 373.66%-360.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,275 | $8,103-59.6% | $7,760-57.8% | $6,712-51.2% |
| Admin fee / account holder | $37,665 | $12,406+203.6% | $10,767+249.8% | $11,409+230.1% |