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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 | $211,224+85.0% | $178,505+118.9% | $145,897+167.9% |
| Participation rate | 38.5% | 80.8%-42.4pp | 77.1%-38.7pp | 80.3%-41.8pp |
| Annual return | 10.12% | 30.28%-20.2pp | 27.16%-17.0pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,135 | $4,577-75.2% | $3,955-71.3% | $4,663-75.7% |
| Participant deferral / active EE | $4,097 | $6,966-41.2% | $6,280-34.8% | $6,689-38.8% |
| Admin fee / account holder | $416,930 | $12,109+3343.1% | $10,428+3898.2% | $13,390+3013.7% |