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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 | $394,585 | $103,387+281.7% | $87,102+353.0% | $152,885+158.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 21.04% | 28.10%-7.1pp | 28.19%-7.1pp | 345.39%-324.3pp |
| Employer contribution / active EE | $1,834 | $3,221-43.1% | $2,521-27.3% | $4,763-61.5% |
| Participant deferral / active EE | $10,468 | $4,778+119.1% | $4,048+158.6% | $5,851+78.9% |
| Admin fee / account holder | $22,579 | $12,193+85.2% | $7,491+201.4% | $11,598+94.7% |