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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 | $364,682 | $141,001+158.6% | $112,228+224.9% | $139,487+161.4% |
| Participation rate | 55.6% | 79.2%-23.7pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 9.30% | 32.75%-23.5pp | 30.23%-20.9pp | 373.84%-364.5pp |
| Employer contribution / active EE | $20,431 | $4,285+376.8% | $3,432+495.4% | $4,755+329.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,033 | $9,959+111.2% | $7,752+171.3% | $11,407+84.4% |