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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 | $250,553 | $107,353+133.4% | $92,903+169.7% | $152,885+63.9% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 12.93% | 145.62%-132.7pp | 109.43%-96.5pp | 345.39%-332.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,729 | $4,848-2.4% | $4,238+11.6% | $5,851-19.2% |
| Admin fee / account holder | $20,415 | $7,081+188.3% | $5,795+252.3% | $11,598+76.0% |