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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 | $290,203 | $72,071+302.7% | $68,368+324.5% | $137,256+111.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.09% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,318 | $2,788-52.7% | $2,649-50.2% | $4,156-68.3% |
| Participant deferral / active EE | $4,941 | $4,410+12.0% | $4,123+19.8% | $6,407-22.9% |
| Admin fee / account holder | $10,602 | $5,336+98.7% | $5,150+105.9% | $12,270-13.6% |