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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 | $389,695 | $112,729+245.7% | $98,716+294.8% | $137,256+183.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 17.79% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,349 | $2,725-50.5% | $2,279-40.8% | $4,156-67.5% |
| Participant deferral / active EE | $5,222 | $4,640+12.5% | $4,048+29.0% | $6,407-18.5% |
| Admin fee / account holder | $89,609 | $10,129+784.7% | $8,703+929.7% | $12,270+630.3% |