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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 | $292,344 | $154,209+89.6% | $130,062+124.8% | $139,487+109.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 18.83% | 32.52%-13.7pp | -137.37%+156.2pp | 373.84%-355.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,022 | $6,709-55.0% | $5,821-48.1% | $6,713-55.0% |
| Admin fee / account holder | $10,808 | $13,988-22.7% | $10,601+2.0% | $11,407-5.3% |