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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 | $315,456 | $132,099+138.8% | $115,599+172.9% | $138,895+127.1% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.3%-20.9pp | 79.9%-26.6pp |
| Annual return | 10.50% | 176.76%-166.3pp | 111.10%-100.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,646 | $3,416-22.5% | $2,955-10.5% | $4,194-36.9% |
| Participant deferral / active EE | $9,200 | $5,617+63.8% | $4,889+88.2% | $6,396+43.8% |
| Admin fee / account holder | $5,554 | $15,650-64.5% | $12,841-56.7% | $12,562-55.8% |