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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 | $284,264 | $118,496+139.9% | $98,461+188.7% | $139,466+103.8% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 10.91% | 18.96%-8.1pp | 21.17%-10.3pp | 373.66%-362.8pp |
| Employer contribution / active EE | $13,195 | $3,611+265.5% | $3,049+332.8% | $4,754+177.6% |
| Participant deferral / active EE | $2,200 | $5,393-59.2% | $4,738-53.6% | $6,712-67.2% |
| Admin fee / account holder | $312,270 | $14,056+2121.6% | $8,961+3384.8% | $11,409+2637.1% |