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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 | $395,305 | $127,790+209.3% | $106,554+271.0% | $167,553+135.9% |
| Participation rate | 59.1% | 78.3%-19.2pp | 76.1%-17.0pp | 82.1%-23.0pp |
| Annual return | 12.49% | 33.88%-21.4pp | 26.80%-14.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,223 | $3,427-35.2% | $2,819-21.2% | $4,840-54.1% |
| Participant deferral / active EE | $7,340 | $5,088+44.3% | $4,398+66.9% | $6,343+15.7% |
| Admin fee / account holder | $31,621 | $11,231+181.6% | $7,408+326.8% | $12,316+156.7% |