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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 | $357,382 | $124,425+187.2% | $112,040+219.0% | $137,256+160.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 60.62% | 24.72%+35.9pp | 24.52%+36.1pp | 220.34%-159.7pp |
| Employer contribution / active EE | $1,729 | $3,411-49.3% | $2,954-41.5% | $4,156-58.4% |
| Participant deferral / active EE | $6,427 | $5,718+12.4% | $5,098+26.1% | $6,407+0.3% |
| Admin fee / account holder | $3,134 | $15,207-79.4% | $12,098-74.1% | $12,270-74.5% |