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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 | $278,207 | $91,537+203.9% | $130,045+113.9% | $75,173+270.1% |
| Participation rate | 61.5% | 71.5%-9.9pp | 78.5%-17.0pp | 67.2%-5.7pp |
| Annual return | 24.43% | -631.55%+656.0pp | -137.30%+161.7pp | 160.72%-136.3pp |
| Employer contribution / active EE | $2,305 | $2,845-19.0% | $4,321-46.7% | $2,671-13.7% |
| Participant deferral / active EE | $5,065 | $4,343+16.6% | $5,820-13.0% | $4,126+22.7% |
| Admin fee / account holder | $39,520 | $6,780+482.9% | $10,600+272.8% | $5,651+599.4% |