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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 | $411,519 | $111,878+267.8% | $93,727+339.1% | $145,897+182.1% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.2pp |
| Annual return | 13.59% | 204.28%-190.7pp | 133.83%-120.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,617 | $3,092-15.4% | $2,421+8.1% | $4,663-43.9% |
| Participant deferral / active EE | $5,917 | $4,920+20.2% | $4,417+33.9% | $6,689-11.6% |
| Admin fee / account holder | $47,269 | $10,256+360.9% | $8,292+470.1% | $13,390+253.0% |