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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 | $303,816 | $111,787+171.8% | $93,681+224.3% | $145,978+108.1% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 10.89% | 203.52%-192.6pp | 133.47%-122.6pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,450 | $3,093-53.1% | $2,422-40.2% | $4,662-68.9% |
| Participant deferral / active EE | $3,697 | $4,918-24.8% | $4,415-16.3% | $6,690-44.7% |
| Admin fee / account holder | $30,297 | $10,256+195.4% | $8,290+265.5% | $13,400+126.1% |