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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 | $251,238 | $102,696+144.6% | $86,235+191.3% | $139,487+80.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.44% | 1925.91%-1911.5pp | 1170.03%-1155.6pp | 373.84%-359.4pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,237 | $4,679+97.4% | $3,987+131.7% | $6,713+37.6% |
| Admin fee / account holder | $16,560 | $8,667+91.1% | $6,856+141.6% | $11,407+45.2% |