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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 | $422,343 | $54,541+674.4% | $78,778+436.1% | $70,126+502.3% |
| Participation rate | 63.3% | 60.8%+2.5pp | 69.2%-5.9pp | 69.5%-6.2pp |
| Annual return | 13.59% | 21.07%-7.5pp | 35.62%-22.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,031 | $1,089+86.6% | $1,986+2.3% | $2,343-13.3% |
| Participant deferral / active EE | $4,549 | $2,210+105.8% | $2,958+53.8% | $3,332+36.5% |
| Admin fee / account holder | $13,504 | $3,709+264.1% | $5,134+163.0% | $4,645+190.7% |