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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 | $488,420 | $154,193+216.8% | $130,045+275.6% | $139,466+250.2% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 16.14% | 32.51%-16.4pp | -137.30%+153.4pp | 373.66%-357.5pp |
| Employer contribution / active EE | $3,833 | $5,292-27.6% | $4,321-11.3% | $4,754-19.4% |
| Participant deferral / active EE | $11,667 | $6,709+73.9% | $5,820+100.5% | $6,712+73.8% |
| Admin fee / account holder | $220,087 | $13,989+1473.3% | $10,600+1976.2% | $11,409+1829.1% |