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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 | $423,995 | $102,429+313.9% | $147,096+188.2% | $80,925+423.9% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 17.42% | 135.02%-117.6pp | 419.75%-402.3pp | 35.65%-18.2pp |
| Employer contribution / active EE | $1,156 | $3,716-68.9% | $4,936-76.6% | $2,756-58.0% |
| Participant deferral / active EE | $9,614 | $6,649+44.6% | $8,071+19.1% | $4,299+123.7% |
| Admin fee / account holder | $13,640 | $7,957+71.4% | $13,005+4.9% | $6,940+96.5% |