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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 | $287,179 | $108,897+163.7% | $100,378+186.1% | $145,877+96.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 18.91% | 58.17%-39.3pp | 49.41%-30.5pp | 551.28%-532.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,332 | $8,455+69.5% | $8,087+77.2% | $6,691+114.2% |
| Admin fee / account holder | $38,805 | $9,690+300.5% | $7,899+391.3% | $13,402+189.5% |