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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 | $338,974 | $109,872+208.5% | $98,483+244.2% | $167,536+102.3% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.7pp |
| Annual return | 14.97% | 1959.31%-1944.3pp | 1494.38%-1479.4pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,440 | $4,673-5.0% | $4,276+3.8% | $6,342-30.0% |
| Admin fee / account holder | $7,388 | $6,757+9.3% | $5,953+24.1% | $12,315-40.0% |