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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 | $117,846+243.9% | $102,434+295.7% | $145,884+177.8% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 9.64% | 31.90%-22.3pp | 29.46%-19.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,577 | $5,733+84.5% | $5,055+109.2% | $6,690+58.1% |
| Admin fee / account holder | $3,926 | $13,356-70.6% | $9,462-58.5% | $13,392-70.7% |