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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 | $250,673 | $148,629+68.7% | $135,982+84.3% | $139,487+79.7% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 19.49% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,452 | $8,102-20.4% | $7,760-16.9% | $6,713-3.9% |
| Admin fee / account holder | $3,542 | $12,406-71.4% | $10,767-67.1% | $11,407-68.9% |