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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 | $251,864 | $51,642+387.7% | $129,384+94.7% | $80,935+211.2% |
| Participation rate | 60.3% | 56.9%+3.4pp | 69.6%-9.4pp | 67.7%-7.4pp |
| Annual return | 16.67% | 20.78%-4.1pp | 9461.77%-9445.1pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,758 | $1,583+74.2% | $4,153-33.6% | $2,757+0.1% |
| Participant deferral / active EE | $5,377 | $2,670+101.4% | $4,166+29.1% | $4,299+25.1% |
| Admin fee / account holder | $55,230 | $4,312+1181.0% | $7,686+618.6% | $6,924+697.6% |