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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 | $129,737+128.1% | $119,126+148.4% | $154,746+91.2% |
| Participation rate | 57.9% | 78.9%-21.0pp | 75.8%-17.9pp | 80.7%-22.8pp |
| Annual return | 15.06% | 379.08%-364.0pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,191 | $4,375-72.8% | $4,034-70.5% | $4,379-72.8% |
| Participant deferral / active EE | $6,394 | $5,842+9.4% | $5,318+20.2% | $6,730-5.0% |
| Admin fee / account holder | $111,323 | $11,961+830.7% | $10,693+941.1% | $14,365+674.9% |