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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 | $260,563 | $102,422+154.4% | $147,117+77.1% | $80,959+221.8% |
| Participation rate | 44.2% | 75.9%-31.6pp | 82.2%-38.0pp | 67.7%-23.4pp |
| Annual return | 18.12% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,980 | $6,652-25.1% | $8,065-38.3% | $4,300+15.8% |
| Admin fee / account holder | $13,932 | $7,953+75.2% | $12,993+7.2% | $6,925+101.2% |