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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 | $227,399+50.8% | $189,758+80.8% | $198,609+72.7% |
| Participation rate | 20.0% | 84.0%-64.0pp | 79.8%-59.8pp | 82.4%-62.4pp |
| Annual return | 0.00% | 61.03%-61.0pp | 52.62%-52.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $4,500 | $5,526-18.6% | $4,767-5.6% | $5,055-11.0% |
| Participant deferral / active EE | $4,700 | $6,837-31.3% | $5,856-19.7% | $6,977-32.6% |
| Admin fee / account holder | $2,667 | $25,162-89.4% | $20,388-86.9% | $19,030-86.0% |