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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 | $336,456 | $100,139+236.0% | $85,187+295.0% | $145,884+130.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.43% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,463 | $3,238-54.8% | $2,732-46.5% | $4,662-68.6% |
| Participant deferral / active EE | $6,338 | $5,296+19.7% | $4,525+40.1% | $6,690-5.3% |
| Admin fee / account holder | $563 | $7,262-92.2% | $6,162-90.9% | $13,392-95.8% |