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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 | $345,362 | $167,522+106.2% | $151,639+127.8% | $134,532+156.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -3.91% | 7.81%-11.7pp | 3.34%-7.3pp | 418.27%-422.2pp |
| Employer contribution / active EE | $25,975 | $6,828+280.4% | $6,165+321.3% | $4,741+447.9% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $57,347 | $13,780+316.2% | $11,613+393.8% | $11,429+401.8% |