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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 | $278,523 | $111,878+149.0% | $93,727+197.2% | $145,897+90.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 8.67% | 204.28%-195.6pp | 133.83%-125.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,003 | $4,920-39.0% | $4,417-32.0% | $6,689-55.1% |
| Admin fee / account holder | $1,097 | $10,256-89.3% | $8,292-86.8% | $13,390-91.8% |