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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 | $327,682 | $87,037+276.5% | $106,201+208.5% | $80,874+305.2% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.6%-19.6pp |
| Annual return | 20.09% | 17.05%+3.0pp | 116.26%-96.2pp | 35.62%-15.5pp |
| Employer contribution / active EE | $2,574 | $2,396+7.4% | $3,170-18.8% | $2,756-6.6% |
| Participant deferral / active EE | $5,457 | $3,986+36.9% | $5,012+8.9% | $4,297+27.0% |
| Admin fee / account holder | $17,298 | $8,434+105.1% | $11,039+56.7% | $6,935+149.4% |