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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 | $295,880 | $111,535+165.3% | $105,223+181.2% | $137,256+115.6% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 15.06% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,191 | $3,939-69.8% | $3,689-67.7% | $4,156-71.3% |
| Participant deferral / active EE | $6,394 | $5,500+16.3% | $5,072+26.1% | $6,407-0.2% |
| Admin fee / account holder | $111,323 | $9,721+1045.1% | $8,859+1156.6% | $12,270+807.3% |