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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 | $289,684 | $157,829+83.5% | $136,867+111.7% | $198,609+45.9% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 12.47% | 51.25%-38.8pp | 42.97%-30.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,585 | $3,923-34.1% | $3,547-27.1% | $5,055-48.9% |
| Participant deferral / active EE | $8,292 | $5,463+51.8% | $4,924+68.4% | $6,977+18.9% |
| Admin fee / account holder | $88,668 | $11,107+698.3% | $10,340+757.5% | $19,030+365.9% |