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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 | $343,127 | $89,364+284.0% | $141,173+143.1% | $72,986+370.1% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 31.40% | 111.86%-80.5pp | 71.40%-40.0pp | 81.01%-49.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,264 | $5,419+89.4% | $6,710+53.0% | $3,607+184.5% |
| Admin fee / account holder | $114,400 | $5,959+1819.8% | $10,262+1014.8% | $5,124+2132.5% |