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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 | $322,694 | $117,829+173.9% | $102,423+215.1% | $145,877+121.2% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 17.66% | 31.83%-14.2pp | 29.42%-11.8pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,853 | $3,615-21.1% | $3,023-5.6% | $4,663-38.8% |
| Participant deferral / active EE | $10,086 | $5,732+75.9% | $5,054+99.5% | $6,691+50.7% |
| Admin fee / account holder | $290,479 | $13,335+2078.3% | $9,455+2972.4% | $13,402+2067.4% |