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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 | $260,855 | $52,450+397.3% | $129,384+101.6% | $74,459+250.3% |
| Participation rate | 48.0% | 53.8%-5.9pp | 69.6%-21.7pp | 67.2%-19.2pp |
| Annual return | 13.97% | 15.65%-1.7pp | 9461.77%-9447.8pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $2,209 | $1,532+44.1% | $4,153-46.8% | $2,626-15.9% |
| Participant deferral / active EE | $4,408 | $2,797+57.6% | $4,166+5.8% | $4,350+1.3% |
| Admin fee / account holder | $40,983 | $2,636+1454.8% | $7,686+433.2% | $1,945+2007.3% |