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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 | $183,592+108.6% | $155,574+146.2% | $145,877+162.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.77% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $2,334 | $5,317-56.1% | $4,676-50.1% | $4,663-49.9% |
| Participant deferral / active EE | $4,830 | $6,466-25.3% | $5,629-14.2% | $6,691-27.8% |
| Admin fee / account holder | $69,560 | $19,316+260.1% | $15,914+337.1% | $13,402+419.0% |