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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 | $318,393 | $100,895+215.6% | $90,430+252.1% | $158,950+100.3% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.7%-57.7pp | 82.0%-67.0pp |
| Annual return | 7.24% | 1725.54%-1718.3pp | 1293.73%-1286.5pp | 302.91%-295.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,629 | $4,347-62.5% | $3,963-58.9% | $5,983-72.8% |
| Admin fee / account holder | $10,113 | $6,505+55.5% | $5,613+80.2% | $11,248-10.1% |