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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 | $315,162 | $114,119+176.2% | $107,187+194.0% | $138,895+126.9% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 11.41% | 273.21%-261.8pp | 204.55%-193.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,457 | $4,059-64.1% | $3,782-61.5% | $4,194-65.3% |
| Participant deferral / active EE | $9,697 | $5,538+75.1% | $5,096+90.3% | $6,396+51.6% |
| Admin fee / account holder | $267,565 | $10,024+2569.3% | $9,162+2820.3% | $12,562+2029.9% |