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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 | $280,839 | $132,634+111.7% | $115,768+142.6% | $137,256+104.6% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.4%-29.4pp | 80.0%-35.0pp |
| Annual return | 13.72% | 160.70%-147.0pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,025 | $5,619-10.6% | $4,917+2.2% | $6,407-21.6% |
| Admin fee / account holder | $2,582 | $15,028-82.8% | $12,439-79.2% | $12,270-79.0% |