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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 | $423,495 | $102,382+313.6% | $147,005+188.1% | $80,874+423.6% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.2%-21.0pp | 67.6%-6.5pp |
| Annual return | 16.64% | 134.89%-118.3pp | 418.76%-402.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $3,880 | $3,715+4.4% | $4,934-21.4% | $2,756+40.8% |
| Participant deferral / active EE | $9,945 | $6,646+49.6% | $8,070+23.2% | $4,297+131.4% |
| Admin fee / account holder | $72,708 | $7,942+815.4% | $13,006+459.0% | $6,935+948.4% |