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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 | $319,341 | $95,975+232.7% | $74,549+328.4% | $135,379+135.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 2.78% | 56.96%-54.2pp | 32.53%-29.7pp | 519.79%-517.0pp |
| Employer contribution / active EE | $4,000 | $2,716+47.3% | $1,961+104.0% | $4,779-16.3% |
| Participant deferral / active EE | $12,000 | $3,844+212.2% | $3,108+286.1% | $5,609+113.9% |
| Admin fee / account holder | $4,245 | $6,522-34.9% | $5,059-16.1% | $10,828-60.8% |