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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 | $358,269 | $112,729+217.8% | $98,716+262.9% | $137,256+161.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 10.71% | 38.48%-27.8pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,112 | $2,725-22.5% | $2,279-7.3% | $4,156-49.2% |
| Participant deferral / active EE | $4,224 | $4,640-9.0% | $4,048+4.4% | $6,407-34.1% |
| Admin fee / account holder | $90,019 | $10,129+788.8% | $8,703+934.4% | $12,270+633.6% |