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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 | $100,147+150.4% | $81,286+208.5% | $145,877+71.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 18.79% | 34.44%-15.6pp | 24.80%-6.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,083 | $4,607+10.3% | $3,883+30.9% | $6,691-24.0% |
| Admin fee / account holder | $8,110 | $8,201-1.1% | $5,764+40.7% | $13,402-39.5% |