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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 | $99,053+174.1% | $88,179+207.9% | $138,895+95.5% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.1%-23.0pp | 79.9%-33.8pp |
| Annual return | 13.15% | 78.17%-65.0pp | 64.97%-51.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,775 | $2,882-38.4% | $2,549-30.4% | $4,194-57.7% |
| Participant deferral / active EE | $2,592 | $5,225-50.4% | $4,614-43.8% | $6,396-59.5% |
| Admin fee / account holder | $55,592 | $8,748+535.5% | $7,673+624.5% | $12,562+342.5% |