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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 | $328,623 | $59,440+452.9% | $78,004+321.3% | $82,637+297.7% |
| Participation rate | 4.1% | 62.8%-58.7pp | 69.4%-65.4pp | 68.1%-64.0pp |
| Annual return | 14.82% | 40.24%-25.4pp | 31.07%-16.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,864 | $5,504-66.1% | $7,578-75.4% | $7,339-74.6% |