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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 | $99,053+276.3% | $88,179+322.7% | $138,895+168.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 19.97% | 78.17%-58.2pp | 64.97%-45.0pp | 145.39%-125.4pp |
| Employer contribution / active EE | $4,187 | $2,882+45.3% | $2,549+64.2% | $4,194-0.2% |
| Participant deferral / active EE | $10,466 | $5,225+100.3% | $4,614+126.9% | $6,396+63.6% |
| Admin fee / account holder | $102,291 | $8,748+1069.3% | $7,673+1233.1% | $12,562+714.3% |