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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 | $316,115 | $208,088+51.9% | $186,193+69.8% | $154,746+104.3% |
| Participation rate | 47.1% | 80.0%-32.9pp | 77.1%-30.1pp | 80.7%-33.6pp |
| Annual return | 17.26% | 89.97%-72.7pp | 78.03%-60.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,387 | $4,340-45.0% | $3,918-39.1% | $4,379-45.5% |
| Participant deferral / active EE | $5,763 | $7,078-18.6% | $6,513-11.5% | $6,730-14.4% |
| Admin fee / account holder | $170,109 | $11,698+1354.1% | $11,058+1438.3% | $14,365+1084.2% |