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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 | $256,433 | $129,737+97.7% | $119,126+115.3% | $154,746+65.7% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 16.00% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,101 | $4,375-29.1% | $4,034-23.1% | $4,379-29.2% |
| Participant deferral / active EE | $7,050 | $5,842+20.7% | $5,318+32.6% | $6,730+4.7% |
| Admin fee / account holder | $205,883 | $11,961+1621.3% | $10,693+1825.4% | $14,365+1333.2% |