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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 | $338,319 | $150,435+124.9% | $120,580+180.6% | $145,897+131.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 10.67% | 154.60%-143.9pp | 107.48%-96.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,869 | $6,174+27.4% | $4,995+57.5% | $6,689+17.6% |
| Admin fee / account holder | $2,645 | $12,182-78.3% | $9,418-71.9% | $13,390-80.2% |