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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 | $282,308 | $106,267+165.7% | $96,520+192.5% | $139,456+102.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 24.63% | 38.45%-13.8pp | 35.72%-11.1pp | 373.45%-348.8pp |
| Employer contribution / active EE | $2,098 | $4,105-48.9% | $3,739-43.9% | $4,753-55.9% |
| Participant deferral / active EE | $5,989 | $5,454+9.8% | $4,879+22.8% | $6,711-10.8% |
| Admin fee / account holder | $33,274 | $7,882+322.1% | $6,733+394.2% | $11,407+191.7% |