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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 | $252,848 | $100,262+152.2% | $81,370+210.7% | $145,897+73.3% |
| Participation rate | 57.9% | 74.3%-16.4pp | 69.5%-11.6pp | 80.3%-22.4pp |
| Annual return | 17.85% | 34.52%-16.7pp | 24.85%-7.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,140 | $4,612-10.2% | $3,885+6.6% | $6,689-38.1% |
| Admin fee / account holder | $11,157 | $8,163+36.7% | $5,749+94.1% | $13,390-16.7% |