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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 | $124,980+211.8% | $108,359+259.6% | $154,746+151.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 17.79% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,349 | $2,851-52.7% | $2,399-43.8% | $4,379-69.2% |
| Participant deferral / active EE | $5,222 | $4,743+10.1% | $4,137+26.2% | $6,730-22.4% |
| Admin fee / account holder | $89,609 | $11,502+679.1% | $9,741+819.9% | $14,365+523.8% |