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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 | $256,618 | $133,998+91.5% | $112,263+128.6% | $134,545+90.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 5.80% | 47.17%-41.4pp | 27.49%-21.7pp | 418.37%-412.6pp |
| Employer contribution / active EE | $2,065 | $4,040-48.9% | $3,636-43.2% | $4,742-56.4% |
| Participant deferral / active EE | $6,632 | $5,292+25.3% | $4,729+40.2% | $6,401+3.6% |
| Admin fee / account holder | $273,328 | $7,493+3547.8% | $6,410+4163.9% | $11,431+2291.2% |