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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 | $294,843 | $132,634+122.3% | $115,768+154.7% | $137,256+114.8% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 10.41% | 160.70%-150.3pp | 100.46%-90.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,254 | $3,360-32.9% | $2,940-23.3% | $4,156-45.8% |
| Participant deferral / active EE | $4,026 | $5,619-28.4% | $4,917-18.1% | $6,407-37.2% |
| Admin fee / account holder | $204,448 | $15,028+1260.5% | $12,439+1543.5% | $12,270+1566.2% |