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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 | $402,889 | $94,031+328.5% | $115,768+248.0% | $82,448+388.7% |
| Participation rate | 30.4% | 70.4%-40.0pp | 74.4%-44.0pp | 68.1%-37.6pp |
| Annual return | 15.91% | 20.61%-4.7pp | 100.46%-84.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,316 | $2,323+85.8% | $2,940+46.8% | $2,551+69.2% |
| Participant deferral / active EE | $11,496 | $3,972+189.4% | $4,917+133.8% | $4,139+177.7% |
| Admin fee / account holder | $41,318 | $10,249+303.1% | $12,439+232.1% | $7,234+471.1% |