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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 | $344,663 | $227,566+51.5% | $189,558+81.8% | $167,518+105.7% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.5%-14.2pp | 82.1%-17.8pp |
| Annual return | 10.82% | 78.43%-67.6pp | 64.19%-53.4pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,506 | $5,316-71.7% | $4,412-65.9% | $4,838-68.9% |
| Participant deferral / active EE | $6,024 | $7,002-14.0% | $6,174-2.4% | $6,342-5.0% |
| Admin fee / account holder | $26,298 | $11,881+121.3% | $9,809+168.1% | $12,312+113.6% |