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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 | $285,179 | $162,136+75.9% | $152,301+87.2% | $154,746+84.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.02% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,600 | $4,890-46.8% | $4,624-43.8% | $4,379-40.6% |
| Participant deferral / active EE | $12,000 | $8,341+43.9% | $8,004+49.9% | $6,730+78.3% |
| Admin fee / account holder | $650,110 | $15,759+4025.2% | $14,398+4415.3% | $14,365+4425.6% |