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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 | $453,131 | $106,280+326.4% | $96,538+369.4% | $139,487+224.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.96% | 38.48%-27.5pp | 35.74%-24.8pp | 373.84%-362.9pp |
| Employer contribution / active EE | $900 | $4,107-78.1% | $3,740-75.9% | $4,755-81.1% |
| Participant deferral / active EE | $9,050 | $5,457+65.8% | $4,880+85.4% | $6,713+34.8% |
| Admin fee / account holder | $48,929 | $7,888+520.3% | $6,737+626.2% | $11,407+328.9% |