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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 | $287,819 | $125,778+128.8% | $114,563+151.2% | $154,746+86.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 15.42% | 295.14%-279.7pp | 241.09%-225.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,304 | $4,445-25.7% | $4,142-20.2% | $6,730-50.9% |
| Admin fee / account holder | $1,859 | $8,190-77.3% | $7,623-75.6% | $14,365-87.1% |