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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 | $99,053+209.6% | $88,179+247.8% | $138,895+120.8% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.1%-14.6pp | 79.9%-25.4pp |
| Annual return | 14.96% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,378 | $2,882-52.2% | $2,549-45.9% | $4,194-67.1% |
| Participant deferral / active EE | $3,928 | $5,225-24.8% | $4,614-14.9% | $6,396-38.6% |
| Admin fee / account holder | $116,420 | $8,748+1230.8% | $7,673+1417.3% | $12,562+826.8% |