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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 | $340,644 | $93,345+264.9% | $119,126+186.0% | $87,485+289.4% |
| Participation rate | 45.2% | 68.7%-23.6pp | 75.8%-30.6pp | 68.9%-23.8pp |
| Annual return | 13.07% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,628 | $3,172-17.1% | $4,034-34.8% | $2,596+1.2% |
| Participant deferral / active EE | $5,137 | $4,099+25.3% | $5,318-3.4% | $4,274+20.2% |
| Admin fee / account holder | $21,624 | $8,039+169.0% | $10,693+102.2% | $7,775+178.1% |