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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 | $284,874 | $126,113+125.9% | $116,096+145.4% | $155,188+83.6% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 11.37% | 391.72%-380.4pp | 326.25%-314.9pp | 148.84%-137.5pp |
| Employer contribution / active EE | $3,754 | $2,672+40.5% | $2,503+49.9% | $4,248-11.6% |
| Participant deferral / active EE | $9,771 | $4,162+134.8% | $3,952+147.2% | $6,531+49.6% |
| Admin fee / account holder | $415,184 | $8,045+5060.8% | $7,704+5289.2% | $14,480+2767.3% |