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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 | $274,965 | $111,535+146.5% | $105,223+161.3% | $137,256+100.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 12.66% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,667 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $5,741 | $5,500+4.4% | $5,072+13.2% | $6,407-10.4% |
| Admin fee / account holder | $64,282 | $9,721+561.2% | $8,859+625.6% | $12,270+423.9% |