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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 | $406,976 | $88,672+359.0% | $105,223+286.8% | $82,448+393.6% |
| Participation rate | 31.4% | 67.9%-36.5pp | 75.0%-43.6pp | 68.1%-36.6pp |
| Annual return | 16.90% | 30.86%-14.0pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,146 | $3,048+36.0% | $3,689+12.4% | $2,551+62.5% |
| Participant deferral / active EE | $3,449 | $4,036-14.5% | $5,072-32.0% | $4,139-16.7% |
| Admin fee / account holder | $8,512 | $7,146+19.1% | $8,859-3.9% | $7,234+17.7% |