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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 | $316,115 | $182,442+73.3% | $163,379+93.5% | $138,895+127.6% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.8%-29.8pp | 79.9%-32.9pp |
| Annual return | 17.26% | 72.74%-55.5pp | 63.41%-46.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,387 | $4,159-42.6% | $3,752-36.4% | $4,194-43.1% |
| Participant deferral / active EE | $5,763 | $6,817-15.5% | $6,282-8.3% | $6,396-9.9% |
| Admin fee / account holder | $170,109 | $10,396+1536.4% | $9,818+1632.6% | $12,562+1254.1% |