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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 | $371,064 | $185,312+100.2% | $161,489+129.8% | $154,746+139.8% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 16.53% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,051 | $4,769-36.0% | $4,268-28.5% | $4,379-30.3% |
| Participant deferral / active EE | $5,750 | $6,350-9.4% | $5,630+2.1% | $6,730-14.6% |
| Admin fee / account holder | $158,922 | $18,654+751.9% | $16,006+892.9% | $14,365+1006.3% |