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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 | $396,797 | $91,511+333.6% | $130,070+205.1% | $75,184+427.8% |
| Participation rate | 47.8% | 71.5%-23.7pp | 78.5%-30.7pp | 67.2%-19.4pp |
| Annual return | 16.75% | -631.69%+648.4pp | -137.40%+154.1pp | 160.78%-144.0pp |
| Employer contribution / active EE | $3,060 | $2,845+7.6% | $4,322-29.2% | $2,671+14.6% |
| Participant deferral / active EE | $5,720 | $4,343+31.7% | $5,821-1.7% | $4,127+38.6% |
| Admin fee / account holder | $22,698 | $6,772+235.2% | $10,600+114.1% | $5,652+301.6% |