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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 | $591,238 | $95,664+518.0% | $76,902+668.8% | $139,487+323.9% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 21.40% | 55.03%-33.6pp | 37.91%-16.5pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,150 | $3,147-63.5% | $2,534-54.6% | $4,755-75.8% |
| Participant deferral / active EE | $8,309 | $4,626+79.6% | $3,833+116.7% | $6,713+23.8% |
| Admin fee / account holder | $149,079 | $8,311+1693.8% | $5,479+2621.1% | $11,407+1206.9% |