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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 | $390,815 | $211,239+85.0% | $178,528+118.9% | $145,877+167.9% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 10.12% | 30.22%-20.1pp | 27.11%-17.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,135 | $4,570-75.2% | $3,950-71.3% | $4,663-75.7% |
| Participant deferral / active EE | $4,097 | $6,963-41.2% | $6,278-34.7% | $6,691-38.8% |
| Admin fee / account holder | $416,930 | $12,095+3347.2% | $10,419+3901.6% | $13,402+3010.9% |