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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 | $330,624 | $110,240+199.9% | $96,544+242.5% | $139,487+137.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 13.91% | 26.41%-12.5pp | 25.88%-12.0pp | 373.84%-359.9pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,817 | $5,549+131.0% | $4,851+164.2% | $6,713+90.9% |
| Admin fee / account holder | $2,754 | $11,602-76.3% | $8,254-66.6% | $11,407-75.9% |