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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 | $325,906 | $148,623+119.3% | $135,974+139.7% | $139,466+133.7% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.4pp | 80.3%-10.8pp |
| Annual return | 25.27% | 79.30%-54.0pp | 68.30%-43.0pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,530 | $5,246-70.8% | $4,859-68.5% | $4,754-67.8% |
| Participant deferral / active EE | $4,289 | $8,103-47.1% | $7,760-44.7% | $6,712-36.1% |
| Admin fee / account holder | $62,192 | $12,406+401.3% | $10,767+477.6% | $11,409+445.1% |