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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 | $306,669 | $108,882+181.7% | $96,754+217.0% | $154,746+98.2% |
| Participation rate | 54.5% | 75.1%-20.5pp | 70.3%-15.7pp | 80.7%-26.2pp |
| Annual return | 14.96% | 98.39%-83.4pp | 82.04%-67.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,378 | $3,018-54.3% | $2,679-48.6% | $4,379-68.5% |
| Participant deferral / active EE | $3,928 | $5,323-26.2% | $4,758-17.5% | $6,730-41.6% |
| Admin fee / account holder | $116,420 | $10,200+1041.3% | $8,905+1207.4% | $14,365+710.4% |