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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 | $289,531 | $70,430+311.1% | $96,572+199.8% | $85,851+237.2% |
| Participation rate | 57.9% | 61.8%-3.9pp | 69.8%-11.9pp | 69.3%-11.4pp |
| Annual return | 11.03% | 18.58%-7.5pp | 37.79%-26.8pp | 318.63%-307.6pp |
| Employer contribution / active EE | $2,261 | $1,413+60.0% | $2,357-4.1% | $2,565-11.9% |
| Participant deferral / active EE | $5,716 | $2,894+97.5% | $3,850+48.5% | $3,952+44.6% |
| Admin fee / account holder | $78,569 | $4,996+1472.6% | $6,183+1170.7% | $6,261+1154.9% |