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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 | $310,515 | $154,159+101.4% | $130,026+138.8% | $139,456+122.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.00% | 32.50%-18.5pp | -137.26%+151.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $9,565 | $5,292+80.8% | $4,321+121.3% | $4,753+101.2% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,233 | $14,001-69.8% | $10,608-60.1% | $11,407-62.9% |