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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 | $271,047 | $85,171+218.2% | $172,752+56.9% | $72,975+271.4% |
| Participation rate | 61.7% | 70.1%-8.4pp | 82.6%-20.9pp | 69.5%-7.8pp |
| Annual return | 24.66% | 27.32%-2.7pp | 802.97%-778.3pp | 81.01%-56.4pp |
| Employer contribution / active EE | $2,304 | $3,324-30.7% | $5,144-55.2% | $2,440-5.6% |
| Participant deferral / active EE | $5,294 | $3,260+62.4% | $5,198+1.8% | $3,608+46.7% |
| Admin fee / account holder | $839 | $5,880-85.7% | $13,955-94.0% | $5,124-83.6% |