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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 | $338,552 | $118,454+185.8% | $98,441+243.9% | $139,427+142.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 10.92% | 18.94%-8.0pp | 21.16%-10.2pp | 373.27%-362.3pp |
| Employer contribution / active EE | $800 | $3,610-77.8% | $3,048-73.8% | $4,752-83.2% |
| Participant deferral / active EE | $4,095 | $5,392-24.1% | $4,738-13.6% | $6,711-39.0% |
| Admin fee / account holder | $164,268 | $14,053+1068.9% | $8,960+1733.4% | $11,404+1340.4% |