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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 | $456,752 | $172,111+165.4% | $150,298+203.9% | $137,256+232.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 16.10% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,409 | $4,636-48.0% | $4,154-42.0% | $4,156-42.0% |
| Participant deferral / active EE | $4,821 | $6,166-21.8% | $5,453-11.6% | $6,407-24.8% |
| Admin fee / account holder | $45,991 | $16,471+179.2% | $14,116+225.8% | $12,270+274.8% |