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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 | $329,253 | $85,024+287.2% | $70,544+366.7% | $139,466+136.1% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.4%-35.0pp | 80.3%-47.0pp |
| Annual return | 13.39% | 30.39%-17.0pp | 32.79%-19.4pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,518 | $3,912-35.6% | $2,976-15.4% | $4,754-47.0% |
| Participant deferral / active EE | $12,686 | $5,891+115.3% | $4,568+177.7% | $6,712+89.0% |
| Admin fee / account holder | $574,814 | $8,928+6338.1% | $6,427+8843.8% | $11,409+4938.4% |