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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 | $368,439 | $78,423+369.8% | $95,964+283.9% | $79,856+361.4% |
| Participation rate | 61.8% | 73.5%-11.7pp | 77.1%-15.3pp | 69.6%-7.9pp |
| Annual return | 18.84% | 19.37%-0.5pp | 91.64%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,484 | $1,945-23.7% | $2,541-41.6% | $2,471-39.9% |
| Participant deferral / active EE | $4,365 | $3,440+26.9% | $4,167+4.8% | $3,741+16.7% |
| Admin fee / account holder | $33,083 | $5,622+488.5% | $6,797+386.7% | $5,306+523.5% |