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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 | $313,737 | $93,117+236.9% | $77,096+306.9% | $134,532+133.2% |
| Participation rate | 63.6% | 74.5%-10.9pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | 2.53% | 62.67%-60.1pp | 42.35%-39.8pp | 418.27%-415.7pp |
| Employer contribution / active EE | $6,957 | $3,420+103.4% | $2,814+147.2% | $4,741+46.7% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,585 | $6,948+181.9% | $5,428+260.8% | $11,429+71.4% |