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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 | $93,345+306.3% | $119,126+218.4% | $87,485+333.5% |
| Participation rate | 42.3% | 68.7%-26.4pp | 75.8%-33.5pp | 68.9%-26.6pp |
| Annual return | 15.27% | 19.08%-3.8pp | 282.11%-266.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,453 | $3,172-22.7% | $4,034-39.2% | $2,596-5.5% |
| Participant deferral / active EE | $7,044 | $4,099+71.9% | $5,318+32.5% | $4,274+64.8% |
| Admin fee / account holder | $17,805 | $8,039+121.5% | $10,693+66.5% | $7,775+129.0% |