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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 | $393,272 | $135,956+189.3% | $123,894+217.4% | $273,972+43.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.16% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,973 | $5,170-61.8% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $9,867 | $6,343+55.6% | $5,984+64.9% | $5,287+86.6% |
| Admin fee / account holder | $56,951 | $9,817+480.1% | $8,357+581.5% | $10,133+462.1% |