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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 | $271,508 | $97,125+179.5% | $86,233+214.9% | $137,256+97.8% |
| Participation rate | 46.2% | 74.2%-28.0pp | 69.0%-22.9pp | 80.0%-33.8pp |
| Annual return | 13.15% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,775 | $2,841-37.5% | $2,504-29.1% | $4,156-57.3% |
| Participant deferral / active EE | $2,592 | $5,180-50.0% | $4,559-43.1% | $6,407-59.5% |
| Admin fee / account holder | $55,592 | $9,725+471.7% | $8,342+566.4% | $12,270+353.1% |