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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 | $259,087 | $99,652+160.0% | $78,778+228.9% | $147,585+75.6% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 17.38% | 47.28%-29.9pp | 35.62%-18.2pp | 578.58%-561.2pp |
| Employer contribution / active EE | $1,450 | $2,796-48.1% | $1,986-27.0% | $4,876-70.3% |
| Participant deferral / active EE | $7,461 | $3,664+103.7% | $2,958+152.2% | $5,439+37.2% |
| Admin fee / account holder | $16,133 | $7,155+125.5% | $5,134+214.2% | $10,886+48.2% |