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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 | $345,618 | $124,298+178.1% | $109,152+216.6% | $167,497+106.3% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 11.61% | 26.04%-14.4pp | 25.75%-14.1pp | 478.62%-467.0pp |
| Employer contribution / active EE | $2,037 | $4,208-51.6% | $3,722-45.3% | $4,838-57.9% |
| Participant deferral / active EE | $4,973 | $5,256-5.4% | $4,653+6.9% | $6,341-21.6% |
| Admin fee / account holder | $84,256 | $7,971+957.0% | $6,753+1147.7% | $12,310+584.4% |