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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 | $586,102 | $215,361+172.1% | $171,082+242.6% | $273,972+113.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 5.54% | 25.14%-19.6pp | 32.56%-27.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $3,000 | $4,967-39.6% | $4,002-25.0% | $4,869-38.4% |
| Participant deferral / active EE | $12,606 | $5,543+127.4% | $4,797+162.8% | $5,287+138.4% |
| Admin fee / account holder | $58,928 | $10,846+443.3% | $8,520+591.7% | $10,133+481.6% |