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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 | $343,006 | $185,312+85.1% | $161,489+112.4% | $154,746+121.7% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $4,500 | $4,769-5.6% | $4,268+5.4% | $4,379+2.8% |
| Participant deferral / active EE | $4,700 | $6,350-26.0% | $5,630-16.5% | $6,730-30.2% |
| Admin fee / account holder | $2,667 | $18,654-85.7% | $16,006-83.3% | $14,365-81.4% |