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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 | $383,063 | $183,539+108.7% | $155,556+146.3% | $145,897+162.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.77% | 61.31%-43.5pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,334 | $5,315-56.1% | $4,675-50.1% | $4,663-49.9% |
| Participant deferral / active EE | $4,830 | $6,467-25.3% | $5,631-14.2% | $6,689-27.8% |
| Admin fee / account holder | $69,560 | $19,275+260.9% | $15,885+337.9% | $13,390+419.5% |