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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 | $280,499 | $157,304+78.3% | $141,197+98.7% | $152,909+83.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 19.00% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $2,903 | $5,263-44.8% | $4,736-38.7% | $4,764-39.1% |
| Participant deferral / active EE | $5,805 | $7,111-18.4% | $6,710-13.5% | $5,851-0.8% |
| Admin fee / account holder | $50,730 | $12,126+318.4% | $10,265+394.2% | $11,601+337.3% |