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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 | $97,125+215.7% | $86,233+255.6% | $137,256+123.4% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | 14.96% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,378 | $2,841-51.5% | $2,504-45.0% | $4,156-66.8% |
| Participant deferral / active EE | $3,928 | $5,180-24.2% | $4,559-13.9% | $6,407-38.7% |
| Admin fee / account holder | $116,420 | $9,725+1097.2% | $8,342+1295.6% | $12,270+848.8% |