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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 | $334,800 | $107,363+211.8% | $92,909+260.4% | $152,897+119.0% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.5%-29.5pp |
| Annual return | 12.43% | 145.63%-133.2pp | 109.44%-97.0pp | 345.43%-333.0pp |
| Employer contribution / active EE | $7,737 | $4,222+83.2% | $3,653+111.8% | $4,764+62.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $57,195 | $7,082+707.7% | $5,795+887.0% | $11,599+393.1% |