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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 | $364,945 | $98,766+269.5% | $149,730+143.7% | $79,852+357.0% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.5%-13.3pp | 69.6%-0.4pp |
| Annual return | 15.20% | 27.43%-12.2pp | 276.70%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,935 | $5,681+92.5% | $6,843+59.8% | $3,740+192.4% |
| Admin fee / account holder | $1,098 | $6,052-81.9% | $9,310-88.2% | $5,306-79.3% |