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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 | $360,000 | $234,190+53.7% | $180,320+99.6% | $198,609+81.3% |
| Participation rate | 42.9% | 77.1%-34.3pp | 71.5%-28.7pp | 82.4%-39.5pp |
| Annual return | 4.14% | 1057.44%-1053.3pp | 778.54%-774.4pp | 202.70%-198.6pp |
| Employer contribution / active EE | $4,915 | $5,258-6.5% | $4,108+19.7% | $5,055-2.8% |
| Participant deferral / active EE | $7,713 | $4,988+54.6% | $4,304+79.2% | $6,977+10.6% |
| Admin fee / account holder | $329 | $12,558-97.4% | $10,000-96.7% | $19,030-98.3% |