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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 | $68,097+489.7% | $62,929+538.1% | $137,256+192.6% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 13.84% | 1859.11%-1845.3pp | 1063.93%-1050.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,838 | $2,811+72.1% | $2,505+93.1% | $4,156+16.4% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21,970 | $6,521+236.9% | $5,065+333.8% | $12,270+79.0% |