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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 | $433,017 | $133,981+223.2% | $112,249+285.8% | $134,532+221.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 5.91% | 47.16%-41.3pp | 27.48%-21.6pp | 418.27%-412.4pp |
| Employer contribution / active EE | $40,585 | $4,040+904.6% | $3,636+1016.2% | $4,741+756.0% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,995 | $7,492-60.0% | $6,412-53.3% | $11,429-73.8% |