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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 | $420,241 | $81,403+416.2% | $147,027+185.8% | $87,485+380.4% |
| Participation rate | 23.4% | 63.4%-40.0pp | 73.7%-50.3pp | 68.9%-45.5pp |
| Annual return | 20.29% | 16.51%+3.8pp | 20.23%+0.1pp | 26.06%-5.8pp |
| Employer contribution / active EE | $638 | $2,205-71.0% | $3,626-82.4% | $2,596-75.4% |
| Participant deferral / active EE | $2,006 | $3,315-39.5% | $4,933-59.3% | $4,274-53.1% |
| Admin fee / account holder | $48,568 | $6,755+619.0% | $12,223+297.4% | $7,775+524.7% |