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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 | $70,366+312.4% | $66,674+335.3% | $138,895+108.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.09% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,318 | $2,765-52.3% | $2,620-49.7% | $4,194-68.6% |
| Participant deferral / active EE | $4,941 | $4,374+13.0% | $4,084+21.0% | $6,396-22.8% |
| Admin fee / account holder | $10,602 | $5,262+101.5% | $5,098+108.0% | $12,562-15.6% |