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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 | $311,362 | $88,672+251.1% | $105,223+195.9% | $82,448+277.6% |
| Participation rate | 47.2% | 67.9%-20.7pp | 75.0%-27.8pp | 68.1%-20.8pp |
| Annual return | 18.47% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,353 | $3,048-22.8% | $3,689-36.2% | $2,551-7.8% |
| Participant deferral / active EE | $6,316 | $4,036+56.5% | $5,072+24.5% | $4,139+52.6% |
| Admin fee / account holder | $33,350 | $7,146+366.7% | $8,859+276.5% | $7,234+361.0% |