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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 | $338,067 | $76,407+342.5% | $150,298+124.9% | $82,448+310.0% |
| Participation rate | 39.3% | 66.4%-27.1pp | 77.8%-38.5pp | 68.1%-28.8pp |
| Annual return | 16.53% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,243 | $2,614-52.4% | $4,154-70.1% | $2,551-51.3% |
| Participant deferral / active EE | $5,238 | $3,214+63.0% | $5,453-3.9% | $4,139+26.6% |
| Admin fee / account holder | $18,440 | $6,352+190.3% | $14,116+30.6% | $7,234+154.9% |