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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 | $102,429+154.4% | $147,096+77.1% | $80,925+222.0% |
| Participation rate | 44.2% | 75.9%-31.6pp | 82.2%-37.9pp | 67.7%-23.4pp |
| Annual return | 18.12% | 135.02%-116.9pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,980 | $6,649-25.1% | $8,071-38.3% | $4,299+15.8% |
| Admin fee / account holder | $13,932 | $7,957+75.1% | $13,005+7.1% | $6,940+100.7% |