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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 | $464,571 | $228,352+103.4% | $185,835+150.0% | $158,966+192.2% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 25.52% | 40.81%-15.3pp | 35.96%-10.4pp | 302.95%-277.4pp |
| Employer contribution / active EE | $3,266 | $4,967-34.2% | $4,087-20.1% | $4,762-31.4% |
| Participant deferral / active EE | $8,897 | $6,416+38.7% | $5,633+57.9% | $5,983+48.7% |
| Admin fee / account holder | $2,947 | $11,867-75.2% | $9,502-69.0% | $11,250-73.8% |