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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 | $401,571 | $76,368+425.8% | $67,681+493.3% | $154,746+159.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 13.84% | 1066.77%-1052.9pp | 590.58%-576.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $4,838 | $3,151+53.5% | $2,678+80.6% | $4,379+10.5% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,970 | $8,559+156.7% | $6,100+260.2% | $14,365+52.9% |