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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 | $333,146 | $154,754+115.3% | $124,206+168.2% | $138,895+139.9% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.6%-36.2pp | 79.9%-46.6pp |
| Annual return | 13.12% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $4,907 | $4,446+10.4% | $3,540+38.6% | $4,194+17.0% |
| Participant deferral / active EE | $7,422 | $4,621+60.6% | $3,968+87.1% | $6,396+16.0% |
| Admin fee / account holder | $96,451 | $6,690+1341.8% | $5,929+1526.9% | $12,562+667.8% |