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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 | $634,149 | $197,625+220.9% | $177,840+256.6% | $158,966+298.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 8.59% | 58.76%-50.2pp | 48.32%-39.7pp | 302.95%-294.4pp |
| Employer contribution / active EE | $3,681 | $6,698-45.1% | $5,919-37.8% | $4,762-22.7% |
| Participant deferral / active EE | $6,872 | $8,405-18.2% | $7,714-10.9% | $5,983+14.9% |
| Admin fee / account holder | $381,002 | $15,405+2373.2% | $12,431+2965.0% | $11,250+3286.7% |