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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 | $393,370 | $149,741+162.7% | $118,914+230.8% | $158,982+147.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 7.30% | 19.94%-12.6pp | 35.89%-28.6pp | 302.99%-295.7pp |
| Employer contribution / active EE | $19,434 | $4,119+371.9% | $3,264+495.4% | $4,763+308.0% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,234 | $8,607+216.4% | $6,582+313.7% | $11,252+142.0% |