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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 | $402,266 | $123,155+226.6% | $108,753+269.9% | $155,188+159.2% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 12.93% | 44.73%-31.8pp | 37.47%-24.5pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,424 | $2,811-13.8% | $2,427-0.1% | $4,248-42.9% |
| Participant deferral / active EE | $6,027 | $4,623+30.4% | $4,115+46.5% | $6,531-7.7% |
| Admin fee / account holder | $141,578 | $12,126+1067.5% | $10,320+1271.9% | $14,480+877.8% |