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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 | $394,677 | $111,535+253.9% | $105,223+275.1% | $137,256+187.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.16% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $23,000 | $3,939+483.8% | $3,689+523.6% | $4,156+453.4% |
| Participant deferral / active EE | $11,750 | $5,500+113.6% | $5,072+131.7% | $6,407+83.4% |
| Admin fee / account holder | $3,945 | $9,721-59.4% | $8,859-55.5% | $12,270-67.8% |