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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 | $342,242 | $156,398+118.8% | $147,318+132.3% | $138,895+146.4% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 14.85% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,960 | $4,853-59.6% | $4,593-57.3% | $4,194-53.3% |
| Participant deferral / active EE | $2,817 | $8,237-65.8% | $7,906-64.4% | $6,396-56.0% |
| Admin fee / account holder | $280,638 | $14,976+1774.0% | $13,708+1947.3% | $12,562+2134.0% |