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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 | $269,635 | $183,627+46.8% | $155,602+73.3% | $145,978+84.7% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.1pp | 80.3%-33.2pp |
| Annual return | 15.14% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,483 | $5,316-53.3% | $4,675-46.9% | $4,662-46.7% |
| Participant deferral / active EE | $5,689 | $6,466-12.0% | $5,629+1.1% | $6,690-15.0% |
| Admin fee / account holder | $114,987 | $19,327+494.9% | $15,923+622.1% | $13,400+758.1% |