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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 | $265,035 | $125,184+111.7% | $105,607+151.0% | $145,884+81.7% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 16.00% | 225.00%-209.0pp | 116.11%-100.1pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,599 | $5,714+15.5% | $5,011+31.7% | $6,690-1.4% |
| Admin fee / account holder | $225,547 | $17,133+1216.4% | $10,958+1958.3% | $13,392+1584.2% |