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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 | $305,095 | $102,938+196.4% | $94,105+224.2% | $138,895+119.7% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 14.01% | 250.28%-236.3pp | 204.55%-190.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,137 | $2,732-21.8% | $2,504-14.7% | $4,194-49.0% |
| Participant deferral / active EE | $5,412 | $4,196+29.0% | $3,881+39.5% | $6,396-15.4% |
| Admin fee / account holder | $33,650 | $6,600+409.9% | $6,199+442.8% | $12,562+167.9% |