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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 | $276,030 | $157,829+74.9% | $136,867+101.7% | $198,609+39.0% |
| Participation rate | 62.5% | 77.2%-14.7pp | 74.5%-12.0pp | 82.4%-19.9pp |
| Annual return | 9.43% | 51.25%-41.8pp | 42.97%-33.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $4,567 | $3,923+16.4% | $3,547+28.8% | $5,055-9.7% |
| Participant deferral / active EE | $8,606 | $5,463+57.5% | $4,924+74.8% | $6,977+23.3% |
| Admin fee / account holder | $49,083 | $11,107+341.9% | $10,340+374.7% | $19,030+157.9% |