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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 | $299,629 | $106,247+182.0% | $96,515+210.4% | $139,466+114.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 14.19% | 38.47%-24.3pp | 35.73%-21.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $3,125 | $4,106-23.9% | $3,740-16.4% | $4,754-34.3% |
| Participant deferral / active EE | $7,850 | $5,456+43.9% | $4,880+60.9% | $6,712+17.0% |
| Admin fee / account holder | $31,271 | $7,885+296.6% | $6,735+364.3% | $11,409+174.1% |