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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 | $426,151 | $166,242+156.3% | $165,071+158.2% | $145,884+192.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 13.86% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,867 | $5,283-64.7% | $4,347-57.1% | $4,662-60.0% |
| Participant deferral / active EE | $2,467 | $6,964-64.6% | $6,035-59.1% | $6,690-63.1% |
| Admin fee / account holder | $95,354 | $16,658+472.4% | $12,695+651.1% | $13,392+612.0% |