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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 | $349,272 | $102,385+241.1% | $147,080+137.5% | $80,935+331.5% |
| Participation rate | 59.6% | 75.9%-16.3pp | 82.2%-22.6pp | 67.7%-8.1pp |
| Annual return | 21.19% | 135.09%-113.9pp | 420.17%-399.0pp | 35.66%-14.5pp |
| Employer contribution / active EE | $4,719 | $3,717+27.0% | $4,933-4.3% | $2,757+71.2% |
| Participant deferral / active EE | $8,032 | $6,651+20.8% | $8,066-0.4% | $4,299+86.8% |
| Admin fee / account holder | $125,542 | $7,951+1478.9% | $12,989+866.5% | $6,924+1713.0% |