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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 | $129,737+171.4% | $119,126+195.6% | $154,746+127.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 13.24% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,014 | $4,375-54.0% | $4,034-50.1% | $4,379-54.0% |
| Participant deferral / active EE | $4,116 | $5,842-29.5% | $5,318-22.6% | $6,730-38.8% |
| Admin fee / account holder | $96,591 | $11,961+707.6% | $10,693+803.3% | $14,365+572.4% |