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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 | $129,737+111.9% | $119,126+130.8% | $154,746+77.7% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 12.66% | 379.08%-366.4pp | 282.11%-269.5pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,667 | $4,375-61.9% | $4,034-58.7% | $4,379-61.9% |
| Participant deferral / active EE | $5,741 | $5,842-1.7% | $5,318+8.0% | $6,730-14.7% |
| Admin fee / account holder | $64,282 | $11,961+437.4% | $10,693+501.1% | $14,365+347.5% |