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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 | $371,389 | $152,612+143.4% | $125,192+196.7% | $152,897+142.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 23.98% | 54.85%-30.9pp | 43.79%-19.8pp | 345.43%-321.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,333 | $5,868+178.3% | $4,937+230.8% | $5,851+179.2% |
| Admin fee / account holder | $1,922 | $13,437-85.7% | $9,704-80.2% | $11,599-83.4% |