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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 | $379,252 | $105,284+260.2% | $150,734+151.6% | $94,015+303.4% |
| Participation rate | 42.3% | 71.7%-29.4pp | 78.4%-36.1pp | 70.8%-28.5pp |
| Annual return | 15.27% | 15.67%-0.4pp | 600.81%-585.5pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,453 | $3,599-31.8% | $4,918-50.1% | $2,790-12.1% |
| Participant deferral / active EE | $7,044 | $4,274+64.8% | $5,610+25.6% | $4,249+65.8% |
| Admin fee / account holder | $17,805 | $9,839+81.0% | $14,905+19.5% | $8,951+98.9% |