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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 | $376,294 | $167,362+124.8% | $143,799+161.7% | $134,532+179.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | 104.00% | 0.47%+103.5pp | -0.04%+104.0pp | 418.27%-314.3pp |
| Employer contribution / active EE | $2,201 | $5,620-60.8% | $4,952-55.6% | $4,741-53.6% |
| Participant deferral / active EE | $3,814 | $6,447-40.9% | $5,638-32.4% | $6,401-40.4% |
| Admin fee / account holder | $4,500 | $18,094-75.1% | $14,677-69.3% | $11,429-60.6% |