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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 | $157,276+117.7% | $141,177+142.5% | $152,885+123.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.19% | 64.33%-40.1pp | 71.40%-47.2pp | 345.39%-321.2pp |
| Employer contribution / active EE | $2,950 | $5,262-43.9% | $4,736-37.7% | $4,763-38.1% |
| Participant deferral / active EE | $4,424 | $7,110-37.8% | $6,710-34.1% | $5,851-24.4% |
| Admin fee / account holder | $83,651 | $12,123+590.0% | $10,263+715.1% | $11,598+621.2% |