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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 | $324,611 | $152,619+112.7% | $125,195+159.3% | $152,909+112.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 23.93% | 54.85%-30.9pp | 43.79%-19.9pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,831 | $4,947-63.0% | $3,866-52.6% | $4,764-61.6% |
| Participant deferral / active EE | $8,471 | $5,869+44.3% | $4,937+71.6% | $5,851+44.8% |
| Admin fee / account holder | $83,945 | $13,437+524.7% | $9,704+765.0% | $11,601+623.6% |