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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 | $372,690 | $107,809+245.7% | $97,032+284.1% | $155,188+140.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 19.97% | 38.06%-18.1pp | 35.38%-15.4pp | 148.84%-128.9pp |
| Employer contribution / active EE | $4,187 | $2,911+43.8% | $2,629+59.3% | $4,248-1.4% |
| Participant deferral / active EE | $10,466 | $5,129+104.0% | $4,672+124.0% | $6,531+60.3% |
| Admin fee / account holder | $102,291 | $10,717+854.5% | $9,418+986.2% | $14,480+606.4% |