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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 | $349,853 | $124,346+181.4% | $111,308+214.3% | $167,536+108.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 21.67% | 37.45%-15.8pp | 54.67%-33.0pp | 478.82%-457.1pp |
| Employer contribution / active EE | $1,213 | $3,437-64.7% | $2,732-55.6% | $4,839-74.9% |
| Participant deferral / active EE | $3,601 | $5,182-30.5% | $4,487-19.8% | $6,342-43.2% |
| Admin fee / account holder | $292,118 | $10,621+2650.3% | $7,965+3567.5% | $12,315+2272.1% |