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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 | $405,319 | $117,895+243.8% | $102,460+295.6% | $145,897+177.8% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 9.64% | 31.92%-22.3pp | 29.47%-19.8pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,577 | $5,736+84.4% | $5,056+109.2% | $6,689+58.1% |
| Admin fee / account holder | $3,926 | $13,353-70.6% | $9,460-58.5% | $13,390-70.7% |