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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 | $302,616 | $232,540+30.1% | $185,117+63.5% | $147,586+105.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 16.99% | 43.03%-26.0pp | 40.50%-23.5pp | 578.59%-561.6pp |
| Employer contribution / active EE | $796 | $5,195-84.7% | $4,182-81.0% | $4,876-83.7% |
| Participant deferral / active EE | $1,038 | $5,834-82.2% | $5,045-79.4% | $5,439-80.9% |
| Admin fee / account holder | $35,061 | $10,275+241.2% | $8,159+329.7% | $10,886+222.1% |