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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 | $252,470 | $110,337+128.8% | $102,383+146.6% | $145,877+73.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.60% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,000 | $5,621-64.4% | $5,060-60.5% | $6,691-70.1% |
| Admin fee / account holder | $29,825 | $9,750+205.9% | $8,391+255.4% | $13,402+122.5% |