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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 | $107,809+184.5% | $97,032+216.0% | $155,188+97.6% |
| Participation rate | 54.5% | 75.5%-20.9pp | 71.6%-17.0pp | 80.8%-26.3pp |
| Annual return | 14.96% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,378 | $2,911-52.7% | $2,629-47.6% | $4,248-67.6% |
| Participant deferral / active EE | $3,928 | $5,129-23.4% | $4,672-15.9% | $6,531-39.9% |
| Admin fee / account holder | $116,420 | $10,717+986.3% | $9,418+1136.2% | $14,480+704.0% |