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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 | $326,452 | $108,285+201.5% | $77,552+320.9% | $158,982+105.3% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 1.12% | 31.69%-30.6pp | 54.82%-53.7pp | 302.99%-301.9pp |
| Employer contribution / active EE | $1,385 | $1,325+4.5% | $987+40.4% | $4,763-70.9% |
| Participant deferral / active EE | $9,515 | $2,455+287.5% | $1,861+411.3% | $5,983+59.0% |
| Admin fee / account holder | $98,723 | $3,709+2561.6% | $2,859+3353.0% | $11,252+777.4% |