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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 | $324,582 | $181,062+79.3% | $158,223+105.1% | $155,188+109.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 14.89% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,010 | $4,565-56.0% | $4,109-51.1% | $4,248-52.7% |
| Participant deferral / active EE | $7,933 | $6,134+29.3% | $5,467+45.1% | $6,531+21.5% |
| Admin fee / account holder | $102,190 | $18,825+442.8% | $16,047+536.8% | $14,480+605.7% |