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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 | $326,455 | $167,504+94.9% | $151,628+115.3% | $134,509+142.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -13.23% | 7.81%-21.0pp | 3.34%-16.6pp | 418.13%-431.4pp |
| Employer contribution / active EE | $17,140 | $6,828+151.0% | $6,165+178.0% | $4,741+261.6% |
| Participant deferral / active EE | $13,000 | $8,985+44.7% | $8,363+55.5% | $6,400+103.1% |
| Admin fee / account holder | $24,155 | $13,779+75.3% | $11,613+108.0% | $11,427+111.4% |