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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 | $428,460 | $88,672+383.2% | $105,223+307.2% | $82,448+419.7% |
| Participation rate | 47.1% | 67.9%-20.9pp | 75.0%-28.0pp | 68.1%-21.0pp |
| Annual return | 20.27% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,688 | $3,048-44.6% | $3,689-54.2% | $2,551-33.8% |
| Participant deferral / active EE | $4,434 | $4,036+9.9% | $5,072-12.6% | $4,139+7.1% |
| Admin fee / account holder | $1,827 | $7,146-74.4% | $8,859-79.4% | $7,234-74.7% |