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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 | $293,846 | $110,410+166.1% | $102,437+186.9% | $145,897+101.4% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 9.83% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,532 | $4,217-63.7% | $3,871-60.4% | $4,663-67.1% |
| Participant deferral / active EE | $6,391 | $5,622+13.7% | $5,060+26.3% | $6,689-4.5% |
| Admin fee / account holder | $78,814 | $9,745+708.8% | $8,388+839.6% | $13,390+488.6% |