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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 | $330,357 | $77,638+325.5% | $156,551+111.0% | $62,881+425.4% |
| Participation rate | 3.5% | 71.2%-67.7pp | 84.0%-80.5pp | 69.3%-65.8pp |
| Annual return | 6.20% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,243 | $3,046-59.2% | $4,871-74.5% | $3,203-61.2% |
| Admin fee / account holder | $66,930 | $5,561+1103.5% | $13,028+413.7% | $4,296+1458.0% |