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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 | $352,125 | $111,535+215.7% | $105,223+234.6% | $137,256+156.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 13.24% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,014 | $3,939-48.9% | $3,689-45.4% | $4,156-51.5% |
| Participant deferral / active EE | $4,116 | $5,500-25.2% | $5,072-18.8% | $6,407-35.8% |
| Admin fee / account holder | $96,591 | $9,721+893.6% | $8,859+990.3% | $12,270+687.2% |