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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 | $319,434 | $133,981+138.4% | $112,249+184.6% | $134,532+137.4% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | 0.04% | 47.16%-47.1pp | 27.48%-27.4pp | 418.27%-418.2pp |
| Employer contribution / active EE | $2,364 | $4,040-41.5% | $3,636-35.0% | $4,741-50.1% |
| Participant deferral / active EE | $5,278 | $5,292-0.3% | $4,729+11.6% | $6,401-17.5% |
| Admin fee / account holder | $8,571 | $7,492+14.4% | $6,412+33.7% | $11,429-25.0% |