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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 | $88,672+327.7% | $105,223+260.4% | $82,448+360.0% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 15.27% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,453 | $3,048-19.5% | $3,689-33.5% | $2,551-3.8% |
| Participant deferral / active EE | $7,044 | $4,036+74.5% | $5,072+38.9% | $4,139+70.2% |
| Admin fee / account holder | $17,805 | $7,146+149.2% | $8,859+101.0% | $7,234+146.1% |