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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 | $443,680 | $111,535+297.8% | $105,223+321.7% | $137,256+223.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 17.29% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,895 | $3,939-51.9% | $3,689-48.6% | $4,156-54.4% |
| Participant deferral / active EE | $5,019 | $5,500-8.8% | $5,072-1.0% | $6,407-21.7% |
| Admin fee / account holder | $31,476 | $9,721+223.8% | $8,859+255.3% | $12,270+156.5% |