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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 | $414,214 | $102,938+302.4% | $94,105+340.2% | $138,895+198.2% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 14.95% | 250.28%-235.3pp | 204.55%-189.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,051 | $2,732-61.5% | $2,504-58.0% | $4,194-74.9% |
| Participant deferral / active EE | $4,180 | $4,196-0.4% | $3,881+7.7% | $6,396-34.6% |
| Admin fee / account holder | $206,604 | $6,600+3030.4% | $6,199+3232.7% | $12,562+1544.7% |