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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 | $368,308 | $87,166+322.5% | $76,735+380.0% | $137,256+168.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 12.13% | 26.50%-14.4pp | 29.77%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,391 | $2,904-17.7% | $2,454-2.6% | $4,156-42.5% |
| Participant deferral / active EE | $4,491 | $4,726-5.0% | $4,088+9.8% | $6,407-29.9% |
| Admin fee / account holder | $105,944 | $8,403+1160.8% | $7,189+1373.6% | $12,270+763.4% |