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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 | $342,329 | $157,296+117.6% | $141,191+142.5% | $152,897+123.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.19% | 64.34%-40.2pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,950 | $5,262-43.9% | $4,736-37.7% | $4,764-38.1% |
| Participant deferral / active EE | $4,424 | $7,111-37.8% | $6,710-34.1% | $5,851-24.4% |
| Admin fee / account holder | $83,651 | $12,125+589.9% | $10,264+715.0% | $11,599+621.2% |