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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 | $448,535 | $115,796+287.3% | $101,264+342.9% | $158,950+182.2% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 18.30% | 56.15%-37.9pp | 46.48%-28.2pp | 302.91%-284.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,916 | $4,958+100.0% | $4,370+126.9% | $5,983+65.7% |
| Admin fee / account holder | $40,622 | $7,247+460.5% | $5,947+583.1% | $11,248+261.1% |