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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 | $351,887 | $289,211+21.7% | $260,467+35.1% | $198,609+77.2% |
| Participation rate | 58.3% | 83.1%-24.8pp | 80.5%-22.1pp | 82.4%-24.0pp |
| Annual return | 6.09% | 112.90%-106.8pp | 100.60%-94.5pp | 202.70%-196.6pp |
| Employer contribution / active EE | $1,345 | $4,663-71.2% | $4,239-68.3% | $5,055-73.4% |
| Participant deferral / active EE | $5,380 | $6,812-21.0% | $6,319-14.9% | $6,977-22.9% |
| Admin fee / account holder | $206,312 | $16,236+1170.7% | $15,461+1234.4% | $19,030+984.1% |