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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 | $323,430 | $69,274+366.9% | $64,097+404.6% | $139,487+131.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.73% | 46.00%-35.3pp | 33.75%-23.0pp | 373.84%-363.1pp |
| Employer contribution / active EE | $4,590 | $3,187+44.0% | $2,750+66.9% | $4,755-3.5% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $92,312 | $4,247+2073.8% | $3,070+2907.3% | $11,407+709.2% |