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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 | $452,904 | $154,193+193.7% | $130,045+248.3% | $139,466+224.7% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 21.58% | 32.51%-10.9pp | -137.30%+158.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,995 | $6,709-25.5% | $5,820-14.2% | $6,712-25.6% |
| Admin fee / account holder | $991 | $13,989-92.9% | $10,600-90.7% | $11,409-91.3% |