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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 | $485,133 | $113,941+325.8% | $94,229+414.8% | $125,389+286.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 78.8%-12.1pp | 83.2%-16.5pp |
| Annual return | 1.86% | 5.29%-3.4pp | 10.68%-8.8pp | 282.24%-280.4pp |
| Employer contribution / active EE | $31,667 | $4,727+569.9% | $3,587+782.9% | $4,866+550.8% |
| Participant deferral / active EE | $21,333 | $5,179+311.9% | $4,320+393.8% | $5,352+298.6% |
| Admin fee / account holder | $44,068 | $8,392+425.2% | $6,269+602.9% | $9,541+361.9% |