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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 | $250,797 | $100,262+150.1% | $81,370+208.2% | $145,897+71.9% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 18.79% | 34.52%-15.7pp | 24.85%-6.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,083 | $4,612+10.2% | $3,885+30.8% | $6,689-24.0% |
| Admin fee / account holder | $8,110 | $8,163-0.7% | $5,749+41.1% | $13,390-39.4% |