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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 | $391,796 | $124,425+214.9% | $112,040+249.7% | $137,256+185.4% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 14.95% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,712 | $3,411-20.5% | $2,954-8.2% | $4,156-34.7% |
| Participant deferral / active EE | $3,441 | $5,718-39.8% | $5,098-32.5% | $6,407-46.3% |
| Admin fee / account holder | $105,445 | $15,207+593.4% | $12,098+771.6% | $12,270+759.4% |