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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 | $384,830 | $157,296+144.7% | $141,191+172.6% | $152,897+151.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 15.00% | 64.34%-49.3pp | 71.41%-56.4pp | 345.43%-330.4pp |
| Employer contribution / active EE | $3,484 | $5,262-33.8% | $4,736-26.4% | $4,764-26.9% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $193,333 | $12,125+1494.5% | $10,264+1783.6% | $11,599+1566.8% |