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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 | $89,259+248.8% | $107,187+190.5% | $82,637+276.8% |
| Participation rate | 47.2% | 67.9%-20.7pp | 75.0%-27.8pp | 68.1%-20.8pp |
| Annual return | 18.47% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,353 | $3,080-23.6% | $3,782-37.8% | $2,552-7.8% |
| Participant deferral / active EE | $6,316 | $4,037+56.4% | $5,096+23.9% | $4,126+53.1% |
| Admin fee / account holder | $33,350 | $7,381+351.8% | $9,162+264.0% | $7,339+354.4% |