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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 | $744,146 | $68,880+980.3% | $120,580+517.1% | $80,959+819.2% |
| Participation rate | 69.7% | 61.7%+8.0pp | 72.0%-2.3pp | 67.7%+2.0pp |
| Annual return | 0.00% | 23.68%-23.7pp | 107.48%-107.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $25,002 | $2,066+1110.0% | $3,469+620.7% | $2,757+806.8% |
| Participant deferral / active EE | $25,287 | $3,191+692.5% | $4,995+406.2% | $4,300+488.0% |
| Admin fee / account holder | $113,286 | $5,785+1858.3% | $9,418+1102.8% | $6,925+1535.8% |