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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 | $336,592 | $136,860+145.9% | $120,344+179.7% | $154,746+117.5% |
| Participation rate | 45.5% | 79.9%-34.4pp | 76.7%-31.3pp | 80.7%-35.2pp |
| Annual return | 10.30% | 21.38%-11.1pp | 20.30%-10.0pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,323 | $3,533-62.6% | $3,020-56.2% | $4,379-69.8% |
| Participant deferral / active EE | $3,296 | $5,793-43.1% | $5,135-35.8% | $6,730-51.0% |
| Admin fee / account holder | $100,758 | $15,393+554.6% | $12,742+690.8% | $14,365+601.4% |