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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 | $102,382+154.5% | $147,005+77.2% | $80,874+222.2% |
| Participation rate | 44.2% | 75.8%-31.6pp | 82.2%-37.9pp | 67.6%-23.4pp |
| Annual return | 18.12% | 134.89%-116.8pp | 418.76%-400.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,980 | $6,646-25.1% | $8,070-38.3% | $4,297+15.9% |
| Admin fee / account holder | $13,932 | $7,942+75.4% | $13,006+7.1% | $6,935+100.9% |